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    • What Is an Annuity?
      • Annuities Explained
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    • What Is a Structured Settlement?
      • How They Work?
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      • Settlements for Minors
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      • Getting Court Approval
      • Settlement Loans
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    • icon money hand
      Interested In Selling Structured Settlement Payments?
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      • 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!
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      • Certificate of Deposit (CD)
      • Types of CDs
      • High-Yield Savings Accounts
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      • Mutual Funds
    • Taxes
      • Capital Gains Tax
      • Income Tax
      • Tax Brackets
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    • Roadmap to financial wellness hero
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      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
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      • Required Minimum Distribution
      • IRA or 401(k) Rollover
      • The Four Percent Rule
      • Social Security Retirement Benefits
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Home / News / Page 3

News – Page 3

  • Couple filing their taxes together
    Personal Finance

    IRS Issues Inflation Adjustments for 2022 Tax Year

    The Internal Revenue Service recently issued inflation adjustments for the 2022 tax year. Each year, the IRS adjusts over 60 tax parameters to account…
    Jennifer Schell Headshot
    Jennifer Schell March 11, 2022
  • Roadmap to Financial Wellness Graphic
    Annuity.org Blog

    Annuity.org Announces New Feature: Your Roadmap to Financial Wellness

    Annuity.org published its latest feature, “Your Roadmap to Financial Wellness,” on March 7. The piece explores the modern roadblocks many Americans face on…
    Lamia Chowdhury
    Lamia Chowdhury March 3, 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
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