Interest in Annuities Is Soaring: Understanding the 2025 Trend

Interest in Annuities Is Soaring: Understanding the 2025 Trend

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 around how they work, annuities surged in popularity in recent years, with total U.S. sales reaching...

Tapping an ESA for Back-to-School Expenses

By Sarah Brenner, JD Director of Retirement Education It’s August and that means it is back-to-school time! The 2025-2026 school year is upon us. Kids are already back in the classroom and ready to learn. Any parent will tell you that back-to-school time is an...
Weekly Market Commentary

Weekly Market Commentary

US equity markets ended the week with a powerful move to the upside after Fed Chairman J. Powell indicated that the balance of risk had shifted to the labor market, leaving the door open for a September rate cut.  The final day of trading wiped out losses incurred in...
Annuity Awareness Month 2025: Your Guide to Income Security

Annuity Awareness Month 2025: Your Guide to Income Security

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 market uncertainty, inflation concerns, and rising interest rates continue to weigh on retirement...