Articles By Bill Broich

Bill Broich is a well-known annuity expert with over 30 years of experience. He has written hundreds of articles on annuities and other financial topics, and has been a featured commentator on TV, Radio and the Internet.
May 1, 2025

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Retirement planning can feel like one of those things you’ll “get to eventually”—until it creeps up. Whether you’re early in your career or considering a slower pace, the key is. . .

April 1, 2025

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Retirement isn’t what it used to be. I’ve seen too many people enter their golden years with outdated expectations—thinking they’ll spend 10, maybe 15 years in retirement, only to find. . .

February 28, 2025

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America’s financial culture is at a crossroads. For decades, the narrative around retirement has been framed by notions of independence, the pursuit of lifelong dreams, and financial security. Yet, when. . .

January 23, 2025

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For many individuals, the ultimate goal in retirement planning is simple: a reliable income stream that lasts a lifetime. But achieving this goal isn’t as straightforward as it seems. While. . .

January 14, 2025

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Saving up cash under your mattress is one way to set aside funds for the future, but there are much better ways to save for retirement. An individual retirement account. . .

December 31, 2024

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The Social Security Administration paid about $1.5 trillion in benefits in 2024, but not all of this was to retired workers. Americans can receive other types of Social Security benefits,. . .

December 5, 2024

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Annuities are often misunderstood financial products. Many people shy away from them because of common misconceptions that may cloud their judgment. Whether you’ve heard misleading information from friends or seen. . .

December 5, 2024

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Health insurance is critical to protecting your health and financial well-being. As 2025 approaches, understanding when and how to enroll ensures you’re ready for the year ahead. Whether you’re exploring. . .

November 25, 2024

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Retirement offers the freedom to pursue passions and relax after years of hard work. Yet, for many retirees, deciding how to manage their nest egg is challenging. Should they focus. . .

November 7, 2024

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When preparing for retirement, the standard advice is to save as much as possible during your working years to build up a substantial nest egg. But what happens once you’ve. . .

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