Friday, May 29, 2026

Retirement Security Tops the List of Financial Goals for Middle-Class Americans

2026-05-29  |  retirement resilience middle class 

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Homeowners Facing Increasing Insurance Rates

2024-04-11 08:45:00  |  housing inflation insurance 

... s recommend homeowners conduct annual policy reviews to ensure their coverage meets their current needs at the best possible rate. Investments in disaster resilience and smart home technologies not only enhance safety and convenience but can also lead to substantial insurance savings....

U.S. Foreclosures Increase In First Quarter

2024-04-11 08:42:00  |  housing 

... ht variances, it also highlights a degree of resilience among homeowners buoyed by significant equity. However, the variations in foreclosure rates and timelines across states underscore the uneven recovery and challenges still faced by certain regions.        ...

Households Face Financial Pressures but Remain Hopeful

2024-04-09  |  consumers economy 

... amp; Saving Index from MassMutual. This quarterly index sheds light on consumer financial practices, beliefs, and expectations amid the prevailing circumstances."It's encouraging to see the resilience of both the American people and economy as we emerge from a year marked by uncertainty, continued inflation, high interest rates, and shifting geopolitical dynamics," remarked Paul LaPiana, the head of MassMutual's brand, product, and affiliated distribution. "Adhering to sound financial practices daily, like saving diligently, reducing indebtedness, and diversifying investment portfolios, lays a...

Global High-Net-Worth Population Sees Biggest Decline in Size and Wealth for Over a Decade

2023-06-01  |  wealth management hnw 

... rs.ESG investments remain a priority, but wealth managers need more data on impactDespite economic uncertainty, where only 23% of HNWIs declared having generated more returns from ESG-related assets, they still express a continued interest in ESG products with 41% of survey respondents rating investing for ESG impact as a top priority. 63% of HNWIs report they had requested ESG scores for their assets. However, not many wealth management firms see ESG data analysis (52%) and traceability (31%) as a top priority.Of the relationship managers surveyed, 40% said they require more data to understan...

Rising Longevity Influencing Planning and Priorities

2022-05-11 12:00:01  |  retirement 

... elligence and hard-earned resilience can provide invaluable guidance as tomorrow's retirees contemplate how to best plan to fulfill their hopes and dreams for retirement." Early Action Is Key to Successfully Navigating the Retirement Journey While everyone's experience of retirement is different, one thing is clear from the research: Retirees who report better quality of life took more steps decades in advance to prepare and plan across all the four pillars of Finances, Purpose, Family, and Health. From saving early and consistently and developing healthy habits to communicating with close...

College Students Ready to Handle Own Finances

2021-05-12 12:19:00  |  demographics 

... aying interest. “We have been encouraged to see college students responding to the COVID pandemic with such resilience but worry they may be getting ahead of themselves financially,” said Ray Martinez, Co-founder and President of EVERFI. “Financial literacy will continue to be key as students find the right strategies for managing their money and working toward successful financial futures.” Personal Finance Areas Where Students Are Still Getting Good Grades Continuing a positive trend seen earlier this academic year, college students also seem to be responding to the challen...

U.S. Workers Show Resilience Amid Pandemic

2021-05-11  |  employment workplace 

... a more holistic view of their health beyond just physical safety.” To download the report and learn more about the findings, including generation- and industry-specific differences, please visit ...

Millennials Plan to Spend More on Luxury Travel

2021-05-10 12:00:00  |  demographics travel spending 

... r brands and destinations is that, among those planning to spend more than $5,000 on their next trip, as many as 62% have not yet made a booking -- and they are eager to spend more on travel than ever before. For brands, the opportunity is there to attract the purchasing power of this audience now." "The research highlights a positive outlook and several trends that look set to shape the U.S. travel market recovery. Cities are making a comeback as a top destination, and there is a clear desire among more affluent travelers for luxury experiences," said Liselotte de Maar, managi...

Financial Anxiety and Stress Common Even Before the Pandemic

2021-04-28 12:00:20  |  financial wellness pandemic 

... he arc and the extent of financial anxiety and stress in America prior to the global pandemic is troubling,” Gerri Wash, president of the FINRA Foundation, said. “Our qualitative interviews underscore the potential severity of the pandemic’s impact on Americans’ mental and financial health today, as well as the important role of financial literacy.” Given the connection between low financial literacy and anxiety and stress, the researchers recommend increasing efforts aimed at improving financial knowledge levels especially among high-risk groups. Other recommendations provided by...

Boomers And Millennials Disagree On Work-Life Balance

2021-03-31 15:00:01  |  pandemic workplace 

... oting taking time off can make a difference for employees’ overall health.” Benefits should address varied needs, improve employee resilience Offering benefits that work together to complement and adapt to employees’ life stages and personal needs, as well as address their physical, mental, social, and financial health, is critical. In fact, employees who say their employer offers a benefits package that meets their needs are 42 percent more likely to feel resilient (e.g. able to adapt and rebound amid adversity). This is particularly important for employers as the most resilient e...

Employers Overestimate Employees Financial Wellness

2021-02-23  |  financial wellness financial resilience 

... er of 200 employers, including CEOs and HR leaders. Respondents represented a range of company sizes and industries, including healthcare, retail, hospitality, and manufacturing. Source: Immediate...

Financial Stability Still Hard to Come by for Many Americans

2021-01-25 12:00:30  |  pandemic investing 

... dvisor, developing a financial strategy, and adjusting that strategy as situations arise are helpful strategies to increase financial resilience and stability." Source: Edward Jones...