At Annuity.org, we work closely with financial experts to make sure our website is accurate and trustworthy. Our team of financial professionals creates content, offers professional insights and verifies all information to ensure it’s easy to understand, dependable and based on facts.
Publications That Have Cited Our Experts
Our financial experts have more than 200 years of combined professional experience and knowledge in the finance and insurance industries. Leading industry trade publications and national news outlets, such as Kiplinger, The Wall Street Journal, CNBC, Forbes and US News & World Report, have cited our experts or published their articles.
Credentials That Speak for Themselves
Our team of experts holds a diversity of licenses and professional designations from organizations like FINRA and The American College of Financial Services, including Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Retirement Income Certified Professional (RICP®) designations. They include CFP® professionals, MBAs, Ph.D.s, attorneys and academics.
How Our Contributors Help
At Annuity.org, our team of experts provides reliable information on complex financial strategies and policy topics for consumers.
Our contributors, including financial analysts, certified public accountants and insurance professionals, offer industry insight and review our pages to ensure accuracy.
We carefully select each contributor to ensure they meet our high standards for education, training, credentials and professional reputation among both their peers and consumers.
Sharing our contributors’ knowledge and insight offers readers a credible and trustworthy source of financial information.
The Annuity.org editorial team consults experts in different fields to ensure high-quality information and accuracy in our articles. Our writers interview certified financial professionals, advisors, researchers and other subject-matter experts for input. Our website displays the expertise and insight of our sources.
Martin Neil Baily
Senior Fellow in Economic Studies at The Brookings Institution
Annuity Research Director at the LIMRA Secure Retirement Institute
Research Associate Professor and Executive Director of the Kellogg School of Management at Northwestern University’s Kellogg Public-Private Initiative (KPPI)
Quantitative Analyst at Fidelity Investments
Olivia S. Mitchell
International Foundation of Employee Benefit Plans Professor at The Wharton School of the University of Pennsylvania
Associate Professor in the Department of Economics at the University of Georgia Terry College of Business
Wade D. Pfau, CFA®
Professor of Retirement Income at The American College of Financial Services
President and CEO of The Women’s Fund of Central Ohio
President of the Women’s Institute for a Secure Retirement (WISER)
Barbara O’Neill, Ph.D., CFP®, AFC®
Owner and CEO of Money Talk
Andi Wrenn, M.A., AFC®
Director of Association for Financial Counseling & Planning Education
President and CEO of YWCA Columbus
Christian Weller, Ph.D.
Professor of Public Policy at the University of Massachusetts Boston
Director of Personal Finance at Morningstar
Senior Research Economist at the Center for Retirement Research at Boston College
Kimberly Zimmerman Rand
Principal of Dragonfly Financial Solutions
Professional Development Manager at Association for Financial Counseling & Planning Education
General Manager of 401(k) Business Betterment
Managing Director, Media and Communications, National Endowment for Financial Education (NEFE)
President and CEO Brokers International
Senior Managing Director of Financial Wellness, Advice and Innovation, TIAA
Policy Analyst with UnidosUS
Licensed Mental Health Counselor
Certified Financial Planner with Integritas Financial
Steve Carleton, LCSW, CAS
Chief Clinical Officer for Gallus Detox Centers
Dr. Harold Hong
Medical Director for New Waters Recovery
Tim Melia, CFP®, MBA
Principal & Financial Planner, Embolden
Dale L. Shafer II, CFP®, APMA®, CDFA®
Founder and Financial Advisor at Life Moves Wealth Management
Annuity.org’s content is created and reviewed by reliable professionals specializing in personal finance, life insurance, annuities and structured settlements. If you want to contribute to our platform, please email Senior Editor Michael Santiago at [email protected] for further details.