Annuities

Females may be holding the purse strings for $30 trillion by 2030, representing more than four times the investable assets they controlled just a decade ago.

The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisers.

Women have 30% less retirement savings than men, and it will take more than just a 401(k) benefit to close the gap.

Almost all employees surveyed by MetLife would like their 401(k) savings to be doled out as a guaranteed monthly income.

The pandemic has highlighted several key lessons employers need to consider when it comes to retirement.

To start, these clients are advised to start saving as early and contribute enough to their 401(k)s to qualify for their employer's matching contribution.

Taking advantage of catch-up contributions is one of several methods that can help them get back on track.

The HSA has become increasingly valuable for future medical expenses, "and the triple tax benefit simply can’t be ignored,” an expert says.

Clients can void overspending by seeking out sales and discounts to lower their food and entertainment costs.

Buyout amounts are high right now, but there are many other factors to consider when guiding employees to the right choice.