2024-04-09 23:15:00 | demographics retirement
... tnered), or investable assets of $150,000 or more. The study aimed to capture diverse perspectives by including oversamples from Black/African American, Hispanic, and Asian/Asian American populations....
2024-04-09 09:25:00 | cryptocurrency demographics real estate
... the moment, but taking big financial risks isn't necessarily going to help," Ma stated. He emphasized the importance of more time-tested options like stocks, bonds, and life insurance, which can provide financial security and coverage for living expenses.The survey results, which have a margin of error of +/- 2%, highlight the varying financial attitudes and practices across different generations, reflecting broader economic trends and the influence of technology and social media on financial decision-making....
2024-04-05 | debt inflation retirement
... et worse. While 74% said they expect inflation to get worse over the next 12 months in Q4 2023, 68% said the same in Q1 2024. This is the lowest percentage expecting inflation to get worse since 2021....
2024-03-12 | healthcare
... ed workers in the long-term care space, as 10,000 Baby Boomers turn 65 every day until 20306 and seven out of ten of them are likely to need long-term care services and support at some point.” ...
2023-05-30 | demographics retirement
... with a nationally representative sample of 1,000 individuals age 25+ in the contiguous U.S. with an annual household income of $50k+ (single) / $75k+ (married/partnered) OR investable assets of $150k....
2022-04-27 12:00:00 | consumers economy
... Allianz Life conducted an online survey, the 2022 Q1 Quarterly Market Perceptions Study in March 2022 with a nationally representative sample of 1,002 Respondents age 18+. Source: Allianz Life ...
2021-10-14 | retirement
... he data for this research is for households rather than individuals. Source: National Institute for Retirement Security...
2021-06-07 12:00:00 | investing
... -term success, with 58% feeling the same way about insurance carriers. Diving even deeper, more than 63% said that if they were making a decision on which life insurance policy to choose, they would choose the policy from the carrier that is committed to incorporating principles of sustainability into their investment decisions. “Sustainable investing has moved from being an aspiration to an expectation,” added Hedtke. “Financial service and insurance companies that follow sustainable investing practices are well-positioned to deliver superior long-term financial results. The firms th...
2021-05-04 | financial planning
... es, such as birth or adoption of a child or a student graduating college and starting work, it’s worth considering whether your health insurance, life insurance, education planning, estate planning, etc., are up to date. 2. Is your withholding aligned with the taxes you owe? There have been a number of changes to withholdings over the past couple years which is why it is concerning that 45 percent of tax-filing Americans have no idea when they last updated their withholding. Your tax return will show you how much was withheld from your pay during the year and whether you came close to ...
2021-04-13 | pandemic investing
... Xers and 22% of baby boomers). Further, more than half (59%) have also either stopped or reduced saving for retirement (compared with 41% of Gen Xers and 32% of baby boomers). Source: Allianz Life...
2021-03-31 15:00:01 | pandemic workplace
... ing employees are legal services and student debt assistance (both up 19 percentage points since last year), as well as life insurance (up 11 percentage points since last year). “The pandemic has shed a clear light on what employees need from their employers – not only right now, but in the future,” said Katz. “As the workplace continues to evolve and become more personalized, employers need to heed the wants and needs of their employees, and then reflect these key learnings in benefits and work experiences they provide.” Research Methodology MetLife’s 19th annual U.S. Emp...
2021-03-31 15:00:00 | pandemic retirement
... ities and life insurance products that may be less impacted by any increases in capital gains taxes. "The survey shows consumers aren't receiving the tax planning help they need for retirement, and as a result, they may be paying thousands of dollars more than needed," said Henderson. "Financial professionals have a major gap to fill in educating clients on the best strategies to reduce unexpected taxes on combined income resources. By taking a holistic approach to financial planning, professionals can help more Americans save and achieve the retirement they want." ...
2021-03-25 | pandemic insurance
... mers in the United States, with an emphasis on life insurance. The final study results will be released at the 2021 Life Insurance Conference on April 12, 2021. Visit this site to download the 2021 Insurance Barometer infographic. Study MethodologyIn January 2021, LIMRA and Life Happens engaged an online panel to survey adult consumers who are financial decision makers in their households. The survey generated over 3,000 responses. The results were weighted to represent the U.S. population. Source: LIMRA...
2021-02-25 | investing demographics
... e survey finds that Black Americans are less likely than white Americans to own almost every kind of financial vehicle, with the exception of whole life insurance, which is favored in the Black community. They are also less likely than white Americans to have written wills, financial plans, or retirement plans. For Black Americans, disparities grow every month; while they save $393 overall per month, whites are saving 76 percent more, at $693 per month. Even Black Americans who earn more than $100,000 a year consistently save or invest considerably less than their white counterparts at the ...
2021-01-14 14:00:00 | life insurance
... ions for ages 0-44 and increases in Traditional Whole Life for ages 61+ (7-8%) as well as a decrease in term applications for ages 61+ (in double digits for those 71+). Source: MIB Group...
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