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• HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

  This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

• Balancing Life in the Sandwich Generation

  The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

• What Happens to Your Time Horizon at Retirement?

  When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.

• Variable Annuities: Strategies to Help Counter Retirement Risks

  Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.