I proposed a simple portfolio of six positions to buy instead of an annuity. The goal was 6.5% income to be competitive with an annuity. I take a look at how the selections have performed since they ...

In a minimalist portfolio, you can get away with three holdings: equity exposure, fixed-income exposure, and cash. Some additional investments for people in retirement would include short-term bonds ...

An annuity is a financial product that provides a stream of income over a set period. Annuities are often used in retirement planning as a way to generate income from a lump sum investment. However, ...

A new study titled “How Much Do People Value Annuities and Their Added Features?” from the Center for Retirement Research at Boston College finds that while just 12% of investors with assets of more ...