Learn about 1035 exchanges for annuities.

2024 begins the biggest surge in retirement-age population in the nation's history known as "Peak 65" or "Silver Tsunami."

Learn about the rise of Auto-IRAs, run by states to help solve the retirement crisis in America.

Simple rule of thumb: 4% withdrawal rate had a high probability of success in various market scenarios over a 30-year retirement.

Dreaming of a comfortable retirement? The cost may surprise you. Need at least $1mm to retire in 16 states.

Social Security benefits could get cut to 77% in 10 years, unless lawmakers act. Read about Social Security's problems.

Las Vegas takes the crown as the hottest retirement destination in the U.S. for baby boomers. Where are they leaving?

Individual Retirement Accounts (IRAs) offer a powerful tool to secure your future. This guide explains the features of IRAs.

Thinking about tapping your retirement savings before 59½? Secure 2.0 Act created 20 early-withdrawal exemptions for 2024.

Learn about the relationship between interest rates and inflation. Inflation is neither "bad" nor "good.

A few basic tips for every major stage of your life...so that you can retire happily.

PlanEasy's "Big Picture" Dashboard shows current interest rates and more.

Learn about common retirement planning mistakes made by people, including financial advisors.

Learn about key features of multi-year guaranteed annuities (MYGAs).

What can a financial advisor help you with? They can provide a lot of value by helping your craft a plan to meet your financial & retirement goals.

Is your financial advisor legit? How can you verify the advisor's credentials? Here are a few steps to get you started.

Confused by which kind of financial advisor you need? See a quick summary of some of the different types of financial advisors out there.

Learn what major banks & investors think about the investment outlook for 2023.

The stock market was down in 2022. Seven times the S&P 500 stock market index (including dividends) experienced consecutive annual declines.

See which states saw the most Americans move and leave to another state from 2020 to 2022, including the pandemic.

Taxes may have been a factor for many Americans who moved from their state during 2020 to 2022, including the pandemic.

Learn about the five key areas of retirement & financial planning that top financial advisors are trained to speak with you about.

Learn about the five key areas of retirement & financial planning that top financial advisors are trained to speak with you about.

Learn how our retirement calculator works and understand key simplifying assumptions made.

Learn how our retirement calculator works and understand key simplifying assumptions made.

Like all retirement savings vehicles (i.e., bank CDs, etc.), fixed annuities are suitable for some but not right for others.

Learn about the pros & cons of fixed annuities.

Interest gained each year for a fixed annuity is NOT taxed until you withdraw the money, similar to IRAs and 401(k) plans.

Fixed annuities share similar features with bank CDs, as both are conservative ways to save money.