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      Structured Settlements

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      Running Out of Money in Retirement: What’s the Risk?

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        From the Experts: What Happens When You Move Up a Tax Bracket?

        May 27, 2022
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        Money Smart Week 2022: A Recap

        April 26, 2022
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  • Annuities
    • What Is an Annuity?
      • Annuities Explained
      • Types
      • Indexed Annuity
      • SPIA
      • Taxation
    • Buying an Annuity
      • Reasons to Buy an Annuity
      • Current Rates
      • Immediate Annuity Calculator
      • Companies & Providers
      • Beneficiaries
    • hand icon
      Purchase an Annuity Today
      Learn how an investment today can provide guaranteed income for life.
      Get My Free Quote
  • Structured Settlements
    • What Is a Structured Settlement?
      • How They Work?
      • Payout Options
      • Pre-Settlement Funding
      • Settlements for Minors
    • Sell My Structured Settlements
      • Getting Court Approval
      • Settlement Loans
      • Structured Settlement Calculator
    • icon money hand
      Interested In Selling Structured Settlement Payments?
      Turn your future payments into cash you can use right now.
      Get A Free Quote
  • Sell Your Payments
    • Selling My Payments
      • The Selling Process
      • Reasons to Sell
      • Selling for Retirement
      • Companies & Buyers
      • FAQs
    • Cash Out
      • Partial vs. Lump-Sum Sales
      • Withdrawing vs. Selling
      • Surrender Charges
      • Selling Lottery Payments
      • Selling Mortgage Notes
    • icon money
      Turn Future Payments into Cash Now
      Get started with a free estimate and see what your payments are worth today!
      Get A Free Quote
  • Personal Finance
    • Banking
      • Bonds
      • Certificate of Deposit (CD)
      • Types of CDs
      • High-Yield Savings Accounts
    • Investing
      • Dividend
      • What Are Stocks and How Do They Work?
      • Exchange-Traded Funds (ETFs)
      • Mutual Funds
    • Taxes
      • Capital Gains Tax
      • Income Tax
      • Tax Brackets
      • Tax Deductions
    • Roadmap to financial wellness hero
      Your Roadmap to Financial Wellness
      A few simple steps used to be enough to control financial stress, but COVID and student loan debt are forcing people to take new routes to financial wellness.
      Read More
  • Retirement
    • Retirement
      • Required Minimum Distribution
      • IRA or 401(k) Rollover
      • The Four Percent Rule
      • Social Security Retirement Benefits
    • Planning For Retirement
      • Life Expectancy Calculator
      • Health Care Costs
      • Retirement Lifestyle
      • Retirement Risks
      • Estate Planning
    • mail icon
      Join thousands of personal finance subscribers
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      • Glossary of Financial Terms
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      • From The Experts: Thomas J. Brock CFA, CPA

        From the Experts: What Happens When You Move Up a Tax Bracket?

        May 27, 2022
      • Money Smart Week 2022 Logo

        Money Smart Week 2022: A Recap

        April 26, 2022
    • mail icon
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Home / News / From the Experts

From the Experts

  • From The Experts: Thomas J. Brock CFA, CPA
    From the Experts

    From the Experts: What Happens When You Move Up a Tax Bracket?

    The United States maintains a progressive personal income tax, which means you pay an increasingly higher rate of tax as you make more…
    Thomas Brock, CFA, CPA, expert contributor to Annuity.org
    Thomas J. Brock, CFA®, CPA May 27, 2022
  • From the Experts: Marguerita Cheng
    From the Experts

    From the Experts: 4 Things to Invest in That Aren’t the Market

    When people think of investing, they oftentimes assume it involves stocks. However, there are plenty of other ways to invest your time, money…
    Marguerita M. Cheng, Certified Financial Planner
    Marguerita M. Cheng, CFP®, CRPC®, RICP® February 21, 2022
  • From The Experts: Thomas J. Brock CFA, CPA
    From the Experts

    From the Experts: How Many Retirement Accounts Should I Have?

    There’s no limit to the number of retirement accounts you should own, but there are limits on the amount of money you can contribute…
    Thomas Brock, CFA, CPA, expert contributor to Annuity.org
    Thomas J. Brock, CFA®, CPA February 11, 2022
  • From The Experts: Thomas J. Brock CFA, CPA
    From the Experts

    From the Experts: 5 Financial Habits of Successful People

    Most of us want to be financially successful, but it’s an unclear aspiration that means something different to nearly everyone. With an understanding of…
    Thomas Brock, CFA, CPA, expert contributor to Annuity.org
    Thomas J. Brock, CFA®, CPA January 24, 2022
  • From The Experts: Thomas J. Brock CFA, CPA
    From the Experts

    From the Experts: 8 Pros and Cons of Non-Fungible Tokens and How They Compare to Traditional Investments

    Understanding the investment world can be difficult, especially when you consider the myriad of asset classes, fund structures and tax-advantaged vehicles available in…
    Thomas Brock, CFA, CPA, expert contributor to Annuity.org
    Thomas J. Brock, CFA®, CPA January 14, 2022
  • From The Experts: Thomas J. Brock CFA, CPA
    From the Experts

    From the Experts: 7 Situations When You Need a Financial Advisor Most

    Personal financial management entails everything from handling your day-to-day finances and saving excess funds to investing for the future. It sounds simple, but the…
    Thomas Brock, CFA, CPA, expert contributor to Annuity.org
    Thomas J. Brock, CFA®, CPA January 7, 2022
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    Running Out of Money in Retirement: What’s the Risk?

    Running out of money in retirement is a concern for many Americans. But does that fear match reality?
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