Data & Research

Boomers, though arguably the most prosperous generation in American history, face mounting demands on their financial resources from both their adult children and their aging parents.

A new Vanguard analysis based on its 2006 defined contribution recordkeeping data finds concerns about participants’ plan participation, savings, and investing behaviors.

The majority of American retirees (73%) say they will hang on to their homes rather than sell or downsize, according to the latest Principal Financial Well-Being Index.

Nearly one-quarter (23.2%) of people between the ages of 65 and 74 were in the labor force in 2006, the highest number in three years and an indication...

Low-income workers are expected to see the greatest increase in their 401(k) accounts as a result of the automatic increases allowed by the Pension Protection Act of 2006,...

Los Alamos, New Mexico, earned the top spot for the second year in a row on A.G. Edwards’ third annual Nest Egg Index, which ranks America's 500 top-performing...

A new paper from Russell takes issue with the traditional two strategies recommended by financial advisers to hedge against longevity risk: buying guaranteed annuities and/or reducing spending should...

You might consider it just another “Hallmark Holiday″, but this Sunday is Grandparent’s Day.

Baby Boomer business owners are least likely to turn to a financial planner for guidance on running their business.

The average value of newlyweds’ combined assets is approximately $107,000, but few are protecting their financial future through life insurance, according to a recent survey by Allstate Insurance...

In a business notorious for change, it nonetheless seems fair to say that the past twelve months have been extraordinary ones indeed for financial advisers.

American investors are more worried about losing money on their investments and saving for retirement than they are about losing their job, buying a house or paying for...

Over half (53%) of pre-retirees indicated they are concerned about outliving their retirement savings, according to the Fidelity Research Institute.

Employers who have turned to auto enrollment to boost 401(k) participation should not rely too heavily on their company match to help keep employees from opting out.

Most (67%) female business owners choose financial products and services based on their relationship and experience with a lender.

Two-thirds (67%) of individuals who rolled a balance over to a personal IRA did so using a professional adviser, says a new report from Spectrem Group.

Only 16% of respondents surveyed by Thrivent Financial Services for Lutherans said they had undertaken a formal retirement planning process with an adviser, though 34% said they had...

Seven out of 10 respondents to a recent poll said they would be moderately or very interested in one-on-one financial planning if offered through their employer and nearly...

Only one-third (34%) of workers in a recent poll by Robert Half Management Resources said they plan to quit work entirely when they are ready to retire.

More than half (56%) of employees say they are financially worse off this year than they were last year, and 30% say they are one major setback away...