Do you consider yourself a high-net-worth individual (HNWI)? Most people tend not to categorize themselves or see themselves as anything more than a spouse
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the
A recent survey revealed that four out of every 10 Americans don't believe they'll ever be able to afford to retire.1 But this pervasive belief may be too
When approaching the latter part of life, it is easy to get caught up in achieving every goal on your bucket list. Individual lists vary widely, but often are
Diversification — not putting all your eggs in one basket — is one of the most cherished principles of investing. That's one reason why mutual funds have become
As the earliest baby boomers begin to enter retirement, the various income guarantees and other living benefits offered through variable annuities (VAs) are
Many Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether. With all the
The world of 50 years ago was a lot different than it is today. An individual often worked at the same job all his or her adult life, lived in the same house
