Income Investing
Learn about the latest trends in income investing, including strategies for pre- and post-retirement.
September 28, 2022
New Bill Would Raise I Bond Purchase CapThe Savings Security Act of 2022 would raise the annual purchase limit when inflation tops 3.5%.
September 27, 2022
5 Worst States for Working-Age Deaths in AugustFor people ages 25-64, the number of deaths was 6.1% than in August 2019, before COVID-19 showed up.
September 19, 2022
10 States With the Highest Super Earner CutoffsTo rank in the top 5%, households in these states had to make a minimum of $465,000.
September 15, 2022
Life Settlement Firm Sues John Hancock Over UL Cost-of-Insurance IncreasesAn Irish asset manager says the insurer singled out 1,500 universal life policies for unexplained COI changes.
September 13, 2022
BroadRiver Buys Non-Cash Life Partners AssetsThe deal ends the Life Partners life settlement business bankruptcy story.
September 13, 2022
Life Insurance Faces a Family Budget Stress Test: Joshua PoliceThe Boston Mutual executive sees strong consumer interest in coverage, but less consumer capacity to pay for it.
September 12, 2022
The Disability Insurance OpportunityIt's a huge market. Hardly anyone even understands it.
September 12, 2022
5 Worst States for Working-Age Death Increases in JulyThe median death rate for people ages 25 through 64 was 9.8% higher than in July 2019.
September 12, 2022
Advisors Cast a Wary Eye on 401(k) AnnuitizationIn an advisor survey, most respondents said offering annuitization as a default option at retirement would be harmful.
September 07, 2022
Guardian Capital Unveils Modern TontineMoshe Milevsky, who helped develop the tontine, says it is structured like a mutual fund.