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NAIFA Oregon News

  • 26 Jun 2022 11:38 AM | Kathy Countryman (Administrator)

    Survey: Retirement savers see value of professional help

    Investors who work with financial professionals are more likely to say that they are saving enough in retirement accounts, have a strategy to deal with inflation and have an income plan for retirement, according to an Allianz Life survey. Client needs differ by life stage, with retirees more focused on maximizing returns and pre-retirees more concerned with ensuring their children's financial security.

    Full Story: ThinkAdvisor (free registration) (6/21),  InvestmentNews (tiered subscription model) (6/21) 

  • 26 Mar 2022 2:01 PM | Kathy Countryman (Administrator)

    CEOs have six key high-level duties involving purpose, alignment, stakeholders and their personal effectiveness, writes McKinsey senior partner Scott Keller. "This is actually quite a liberating idea, because being great at being the CEO does not mean you have to be great at any one thing -- you just need to be great at managing across them," Keller writes.

    Full Story: Next Big Idea Club Magazine (3/21) 

  • 26 Mar 2022 2:00 PM | Kathy Countryman (Administrator)

    Withdrawals from cryptocurrency investment products and funds totaled $47 million for the week ending March 18, following $110 million in outflows in the previous week, according to data from CoinShares. Bitcoin was the biggest loser, with $103 million in outflows over two weeks, but digital asset fund manager Mikkel Morch called the retracement healthy and said it "shouldn't be viewed as a negative reaction to any particular piece of geopolitical or macro news."

    Full Story: Reuters (3/21) 

  • 26 Mar 2022 1:59 PM | Kathy Countryman (Administrator)

    People planning for retirement should not underestimate the effects of inflation, writes advisor Kenneth Van Leeuwen. He recommends advisors help clients create a flexible plan that accounts for an extended period of inflation and urge them to consider purchasing a long-term care insurance policy.

    Full Story: ThinkAdvisor (free registration) (3/17) 

  • 26 Mar 2022 1:56 PM | Kathy Countryman (Administrator)

    This slideshow highlights six bills that have been proposed by members of the House of Representatives that would affect long-term care. Among them are a bill to allow some long-term care expenses to be paid using health savings accounts and another that would allow up to $2,500 in tax-exempt retirement distributions to go toward long-term care insurance annually.

    Full Story: ThinkAdvisor (free registration) (3/22) 

  • 25 Nov 2021 1:26 PM | Kathy Countryman (Administrator)

    Given the long time horizons involved with life insurance, the long-term viability of the insurer is a key consideration when people make coverage decisions, according to a J.D. Power study. The ease of the application process is another important consideration, J.D. Power said.

    Financial Advisor

  • 25 Nov 2021 1:07 PM | Kathy Countryman (Administrator)

    Annuity sales in the third quarter rose 12% from a year ago to $62.3 billion, according to the Secure Retirement Institute, while annuity sales are up 19% year to date. Todd Giesing, assistant vice president, director of SRI Annuity Research, said 49% of total sales used non-qualified assets, which is "a key indication that tax deferral is a significant driver of growth in 2021."


  • 26 Jun 2021 12:54 PM | Kathy Countryman (Administrator)

    The long-term risks of COVID-19 will have an effect on life insurance actuarial tables, as well as critical illness, chronic illness and disability insurance, says Paolo Bandeira Pinho, vice president and medical director of innovation for Diameter Health. He cites research that shows people who had COVID-19 have a nearly 60% higher risk of death up to six months later than people who did not have COVID-19.

    Full Story: InsuranceNewsNet Magazine (6/23) 

  • 16 May 2021 9:20 AM | Kathy Countryman (Administrator)

    Over the past decade, projected health care and medical expenses for retirees have increased significantly and hit a record high, according to research by Fidelity Investments. Even single retirees should plan for at least $143,000, with women incurring more expenses than men.

    Full Story: BenefitsPRO (free registration) (5/10) 

  • 16 May 2021 9:18 AM | Kathy Countryman (Administrator)

    Roth IRAs are more attractive than ever for retirement planning, Roger Wohlner writes. Among the reasons are low tax rates that make converting a traditional IRA to a Roth less expensive and changes proposed in the Securing a Strong Retirement Act of 2021, also called SECURE Act 2.0, that favor Roths over traditional IRAs, such as the elimination of the stretch IRA rule, he writes.

    Full Story: ThinkAdvisor (free registration) (5/11) 

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