Comprehensive 2025 year-end financial planning guide covering tax law changes under OBBBA, retirement savings strategies, rising health care costs, Medicare premium updates, and insurance market shifts to optimize tax benefits and manage risks.

Vanguard and TIAA collaborate to introduce Target Retirement Lifetime Income Trusts, offering guaranteed lifetime income in employer-sponsored retirement plans to enhance retirement security.

A Nationwide survey shows rising medical and insurance costs force insured Americans to delay care, affecting retirement planning and highlighting gaps in Medicare knowledge.

Explore the 2026 reverse mortgage landscape for retirees, including interest rate trends, home equity potential, and updated regulations enhancing borrower protections.

Explore how advisors can utilize the One Big Beautiful Bill Act to enhance tax planning, estate strategies, and retirement income optimization using annuities and IRA rollovers.

Annuity sales surge as U.S. retirees shift from pensions to personal savings amid rising interest rates and economic uncertainty. Financial advisors play key role in guiding retirement income strategies.

Principal Financial Group CEO Deanna Strable outlines the company's growth strategy focusing on retirement solutions, small- to medium-sized business benefits, innovative annuities, and technology integration.

Starting in 2026, SECURE 2.0 mandates Roth catch-up contributions for high earners in 401(k) plans, impacting tax and retirement planning strategies.

Explore how annuities serve diverse retirement income needs in 2024, balancing age limits, health considerations, and inflation protection to provide stable, guaranteed income.

Explore inflation-adjusted retirement income solutions including Social Security, TIPS ladders, and new ETFs offering inflation-protected cash flows for enhancing portfolio stability.