Monday, April 21, 2025

Millennials Are Reshaping What It Means to Retire

Mon, 25 April 2022  |  demographics financial planning retirement 

Millennials have an evolving vision of retirement, different from previous generations, according to Schwab’s new Retirement Reimagined Study that uses advanced predictive modeling techniques to forecast key differences in how Millennials, Gen X and Boomers will approach saving for and living in retirement. The first of its kind study also projects four distinct retirement personas that Millennials could fall into as many of them transition to retirement around 2050.

Among its key findings, Retirement Reimagined reveals that while Millennials have the jump on Boomers when... Read More

Privacy

Mon, 25 April 2022  |  privacy 

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Our website address is: https://walletshare.com

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When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visibl... Read More

Findings from the March SCE Labor Market Survey

Mon, 25 April 2022  |  workplace 

Among those who were employed four months ago, 92.8 percent were still employed, compared to 91.0 percent in November 2021. This is the highest share seen since July 2016. The increase was due to a decline in transitions out of the labor force from 4.2 percent in November to 1.7 percent in March. This decline was broad-based and was most notable for respondents over age 45 and those with an annual household income of less than $60,000. The proportion of individuals who reported searching for a job in the past four weeks increased to 23.3 percent in March, from 21.9 percent in November. T... Read More

Most Americans Don't Think They'll Ever Be Rich

Mon, 25 April 2022  |  investing retirement 

According to a new survey of 2,209 U.S. adults commissioned by digital wealth management firm Empower Personal Capital*, only 23% of Americans who do not currently consider themselves "high" wealth believe they can achieve it . "Your net worth is a powerful financial indicator because it gives you a complete picture of your financial situation," said Michelle Brownstein, certified financial planner and vice president of Personal Capital's private client group. “This month is a good time to set goals for increasing your net worth.”

Americans say the main factors behind gett... Read More

Consumers' Changing Definition of Sustainability

Mon, 25 April 2022  |  sustainabillity 

Americans are seeing the progress being made in corporate sustainability, but are looking for companies to step up their efforts even more. At the same time, consumers have a broader definition of sustainability, with increasingly influential social factors driving sustainable purchasing decisions. This is according to a survey conducted by The Conference Board among 1923 American adults in collaboration with The Harris Poll.

Key messages are contained in two reports on consumer sustainability priorities and their vision for progress across sectors. For consumers, sustainabilit... Read More

Digital Tools and Assets on the Rise in Estate Planning

Mon, 25 April 2022  |  financial planning 

According to TD Wealth's fourth annual estate planning survey, digital tools and assets could be adding another level of complexity to the planning process.

This year's survey found that more than two-thirds (69%) of estate and financial planners are now incorporating digital tools into their clients' estate plans.

The digital content that led the way into estate plans in 2022 included blogs, social media and email accounts (71%), followed by passwords at 67%. The increase in the use of digital content and tools is consistent with an increased interest in digital ass... Read More