Matt Carey

Matt Carey

Financial Planning Professional

Matt Carey is the co-founder and CEO of Blueprint Income. He believes in the power of technology to make retirement simpler. Matt is a regular contributor to Forbes.com and has been quoted in both the New York Times and Morningstar.

Inside Blueprint Income

Q&A with Annuity Actuary Lauren Minches, FSA

I sat down with Lauren Minches, FSA, an annuity actuary at Blueprint Income, to hear what she and her team at Blueprint Income are doing to improve annuities and our retirements.

Annuity Basics

Stocks Lose 7% in October While Annuity Rates Continue to Rise

There are warning signs building that the 8-10% average market returns we’ve experienced over the last decade likely are not here to stay. The guaranteed 4%+ growth of most top-paying fixed annuities are starting to look more attractive.

Inside Blueprint Income

Blueprint Income Launches Fixed Annuity Marketplace

Easy and free access to the marketplace of simple, fixed annuities for consumers. The platform provides real-time fixed annuity rates from 25+ insurers, native digital application with automation-assisted suitability review and eSignature capabilities.

Annuity Basics

Recent Fed Moves and Their Impact on Annuity Pricing

Annuity rates didn’t really budge in August. But given the declines in bond yields, that’s actually a good thing and means that annuity pricing might soon decline. If you’re thinking about making an annuity purchase before the end of the year, now is an attractive time to do it.

Annuity Basics

The Yield Curve Is Flattening — Here’s What It Means for Annuities

A flattening yield curve (one where the difference between short-term and long-term Treasury yields is smaller than usual) suggests two annuity buying strategies. Either buy a fixed rate annuity now, and wait for rates to rise before buying an income annuity. Or, start buying income now but do so in small pieces over time.

Retirement Planning

Can the Retirement Enhancement Savings Act (RESA) Encourage Companies to Get on the Annuity Bandwagon?

The Retirement Enhancement and Savings Act of 2018 (RESA) may finally encourage retirement plan sponsors to add annuities to their 401(k) plans. Certain provisions may promote retirement savings by encouraging annuitizations among plan participants.

Annuity Basics

Impact of the Fed’s Interest Rate Increase on Annuity Rates

The Federal Reserve recently raised short term interest rates by 0.25%, but how does this impact annuity payouts? Learn what factors, in addition to changes in interest rates, can affect your annuity payout.

Inside Blueprint Income

ICYMI: Listen to Blueprint Income’s Lauren Minches Discuss the Personal Pension on the Stacking Benjamins’ Podcast

Stacking Benjamins recently hosted Blueprint Income's Lauren Minches on their podcast to discuss retirement savings and the Personal Pension.

Inside Blueprint Income

ICYMI: Blueprint Income’s Innovative Personal Pension Profiled in Bloomberg

Bloomberg's recent profile of Blueprint Income highlights the firm's origins and development of the Personal Pension.

Inside Blueprint Income

Blueprint Income Launches with the Personal Pension, Reinventing Annuity Market

Blueprint Income launched today, announcing a $2.75mm seed investment led by early stage VC firms Green Visor Capital and NextView Ventures, with participation from Core Innovation Capital, Kairos, and angel investor Jean Chatzky, among others.