For dependable income, consider using a bucket strategy and annuities in tandem to promote structure, flexibility and peace ...

You can mitigate the OAS clawback through appropriate retirement planning. Talk to a qualified financial planner if needed.

Ready to retire? Learn the personal, financial, tax, and healthcare steps to take at least 5–10 years before your retirement ...

One of the most common mistakes is failing to understand the fundamental differences between the two types of IRAs. In a ...

Unlock key strategies to help clients maximize their spousal RRSP. Boost retirement income, reduce taxes, and add value to ...

High net worth clients who want increased customization and tax-loss harvesting possibilities might benefit from direct ...

Lancaster County commissioners Wednesday appointed a new director of the county planning department following the retirement ...

“Retirement should be about freedom, not fear,” says financial educator, author and wealth advisor, Robert Smith. “This book is about helping retirees reclaim control – on their terms – by exposing ...

Nassau Financial Group today introduced Nassau Athos Annuity SM, an innovative fixed indexed annuity. Issued by Nassau Life and Annuity Company, Nassau Athos Annuity pairs extendable indexed crediting ...

Many advisors are building relationships with mortgage brokers, recognizing that a well-structured financial plan has to ...

Terry Register, CEO of Capsur Tax and Estate Planning, joins Morning Blend to share expert insight on retirement strategies ...

The way annuities affect Social Security benefits may surprise you. Here's how they interact and what to watch for.