Data & Research

American investors wish they were doing a better job, and on top of their financial wish list is building up an emergency fund.

Men are likelier to kick back and relax about saving and investing, where women exhibit higher levels of anxiety.

Gen Xers pinballing between unrealistic retirement expectations and paralyzing uncertainty need an adviser who is understanding and empathetic.

A new ICI study finds nearly one in three Millennial households owns mutual funds.

Lower account balances, longer life expectancy and not working with an adviser can wreak havoc on a woman’s Social Security benefit. 

An RBC Wealth Management poll finds a majority of Americans don’t believe promised Social Security benefits will be there for them. 

HealthView’s research indicates that current income replacement ratio-based calculators fail to suggest sufficient income for retirees to afford quality health care and maintain their planned standard of living...

Talking to an adviser and sharing personal information could be the newest financial phobia.

Establishing realistic expectations about life expectancy and the amount of money needed is key to a successful plan for retirement.

Millennials admit to a retirement-planning strategy of blind guesswork.

About two-thirds surveyed believe they will need less than $1 million in today’s dollars in order to retire, or aren’t sure how much they will need.

Just 20% of those who have retired say they’ve saved enough.

Health care expenses in retirement was the fastest-growing savings objective in a regular survey of employees.

The rapidly expanding retail channel also means rapid growth in robo-advice providers.

The majority of workers surveyed say such a program would be good for them, but a significant number still would not save or save enough.

But only three in 10 have addressed the issue.

But men’s average account balances are more than 50% larger.

Kiplinger’s tax map shows the importance of location, location, location for retirees.

It's important to rein in spending and debt to prepare for retirement. 

Retirement planning is harder than dieting; retirement may hinge on winning the lottery; or can Oprah be my adviser?