Many people decide to claim their Social Security benefit when they retire. You may be one of them. It could be that you need the money, or maybe you want to invest it...

Learn how the market, economy, and demographics are shaping the annuity industry. The annuity industry is having a moment. After years of mixed opinions and confusion...

Each June, Annuity Awareness Month shines a spotlight on one of retirement’s most misunderstood—but potentially powerful—financial tools: the annuity. In 2025, as...

Although your CalPERS service retirement is a lifetime benefit, and you have other income sources available to you, money can still be tight. Making ends meet is a big...

Annuities have seen a resurgence in popularity as a retirement planning tool, especially in 2025, driven by market volatility, higher interest rates, and an aging...

Planning to retire within the next 10 years? Taking these actions now could help bolster your portfolio as you approach your planned retirement date. After decades of...

If the word “retire” is becoming your new mantra, we suggest you make a retirement checklist before you receive your last paycheck. It’s never too early (or too late)...

Retirement is a series of milestones that arrive as you age. Here are the ones you should know about. The retirement clock doesn't start the day you stop working. It's...

Social Security is one of the most essential yet misunderstood pieces of the American retirement puzzle. With all the recent headlines, ranging from benefit increases...