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....
2024-03-21 | advice retirement
... cial Security will be unavailable to them or will play a diminished role in supplying income in retirement. Just six in 10 Americans are confident their savings and investments will last until age 90....
2024-03-12 23:15:00 | retirement
... d a source of guaranteed monthly income in addition to Social Security. 92% of people say securing a lifetime income is important, and 65% of them think it takes precedence over other financial goals....
2024-03-12 08:42:12 | retirement
... llowed as other close concerns. Among the just under one-fifth who claim to have retired – and then unretired – the reasons for going back to work were evenly divided between financial and mental....
2024-02-15 | retirement financial wellness
... ide deeper analysis into topics highlighted here–plus additional perspectives yet to be revealed. For more information and to view initial and future results, visit TheAmericanCollege.edu/RILS....
2022-08-05 12:00:10 | investing
... nd China, France, Germany, Hong Kong, Italy, Japan, Mexico, Singapore, Switzerland, UAE, UK and US. UBS surveyed 2,644 investors and 1,084 business owners from March 30-April 22, 2022. Source: UBS...
2022-08-05 12:00:00 | retirement women
... tside my comfort zone (57%), making new friends (43%), working less to spend more time with family (41%) and saying what you really think (41%). (37 percent ). Source: Alliance for Lifetime Income...
2022-05-11 12:00:01 | retirement
... nterpreting current market conditions and developing a holistic financial plan to better financially prepare for a 100-year lifespan, as well as the expenses that come with it. Source: Edward Jones...
2021-10-29 09:08:19 | demographics retirement
... address structural issues, bridge inequalities, ensure equal pay and benefits, and ultimately promote their retirement security," said Collinson. Source: Transamerica Center for Retirement Studies...
2021-10-14 | retirement
... nancial assets. It does not include physical assets such as a home or a car. The data for this research is for households rather than individuals. Source: National Institute for Retirement Security...
2021-09-09 | retirement
... (43%) 1 in 3 say their overall living expenses increased, with 24% spending more on medical expenses and 17% offering more financial support to family members Source: Kiplinger/Personal Capital...
2021-05-26 12:00:00 | retirement
... au and are balanced by gender, age, education, race/ethnicity, region and AARP membership. The survey has a margin of error of plus or minus 4.33 percent with a design effect of 1.99. Source: AARP...
2021-05-04 | financial planning
... aritable contributions, you can magnify your giving power by grouping them into years when you have enough deductions to itemize, rather than giving about the same amount every year. Source: AICPA...
2021-04-19 12:00:10 | millennials retirement
... ber-one benefit. Meanwhile, Gen-Xers (20%) and Boomers (26%) with an advisor agreed that protecting assets against market risk was the number-one benefit. Source: Nationwide Retirement Institute® ...
2021-04-15 12:00:10 | employment retirement
... would focus on increasing employee savings rates or deferral percentages within the retirement plan (37%) and help employees start saving in the plan offered, if eligible (31%). Source: Principal...
2021-03-30 14:00:02 | retirement
... private and public sector retirement systems basically obsolete, there are solutions to solving this crisis, but we must start acting now to avoid that cliff." Source: Alliance for Lifetime Income...
2021-03-30 12:09:00 | housing
... fident in the amount of money or assets they had saved by the time they were retired. 68% of working-age homeowners are confident in the amount of money or assets they have saved to fund their retirement — significantly higher than homeowners pre-pandemic who were confident in their retirement savings (51%). Source: Unison...
2021-03-24 12:00:00 | pandemic retirement
... ot affiliated with Fidelity Investments. The results of this survey may not be representative of all adults meeting the same criteria as those surveyed for this study. Source: Fidelity Investments...
2021-03-16 | retirement
... ice's final analysis sample consisted of 1,470 households. All spending and income numbers were inflation adjusted using the consumer price index and presented in 2019 dollars. Source: T. Rowe Price...
2021-02-02 | retirement
... g COVID-19 crisis. It is part of SimplyWise's ongoing efforts to help Americans maximize savings and benefits, particularly given COVID-closures of Social Security offices. Source: SimplyWise.com...
2021-01-28 14:00:00 | millennial retirement
... ourse of our lives," said Catherine Collinson, CEO and president of nonprofit Transamerica Institute® and TCRS, and executive director of ACLR. Source: TransAmerica...
2021-01-28 09:30:30 | pandemic women retirement
... ving savings, such as deferred income annuities (DIAs; 10% vs 12%), single premium immediate annuities (9% vs 16%) and qualified longevity annuity contracts (QLACs; 8% vs 11%). Source: Nationwide...
2021-01-12 12:05:00 | women retirement
... ce, and advisors can help women close the gap from theoretical to practical in terms of expected long-term care need and how it’s paid for.” Source: The American College of Financial Services...
2020-12-26 | retirement pandemic
... iversified strategy with both insurance and investments can allow people to make informed choices regarding a retirement that suits their unique circumstances." Source: news.northwesternmutual.com...
2020-08-25 09:26:29 | women retirement
... eater liquidity in their portfolio and those with defined benefit plan income were more likely to report high retirement confidence. For more information: https://www.gao.gov/assets/710/708121.pdf...
2020-08-24 | social security retirement
... ture. For more information: Perron, Rebecca. Social Security Opinions and Attitudes on Its 85th Anniversary. Washington, DC: AARP Research, August 2020. https://doi.org/10.26419/res.00400.001...
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