In many relationships, one person naturally takes the lead on managing the finances, paying bills, tracking investments, and coordinating with the advisor, while the other is happy to stay on the sidelines.

Retirement Researcher Blog

29.07.2025

Understanding the Tax Impact of Funding a Fixed Annuity

When it comes to retirement income planning, annuities can serve as a powerful tool to convert savings into a predictable income stream, either for a lifetime or a specific period of time.

Retirement Researcher Blog

02.08.2025

What Retirement Planning Tools Get Right and What They Miss

Retirement planning tools are incredibly helpful, until they’re not.

Retirement Researcher Blog

09.08.2025

The Fragile Decade: Why the First Years of Retirement Matter Most

It is easy to get caught up thinking about the benefits of retirement, like no more morning commutes, more time with loved ones, travel, hobbies, and freedom.

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Retirement Researcher Blog

Economy

How to Talk About Money When Only One of You Wants To

Understanding the Tax Impact of Funding a Fixed Annuity

What Retirement Planning Tools Get Right and What They Miss

The Fragile Decade: Why the First Years of Retirement Matter Most

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Retirement Researcher Blog