Data & Research October 2nd, 2025 74% Report Difficulty Saving for Retirement, per Goldman Sachs Living paycheck-to-paycheck is a reality for 42% of surveyed Generation X, Millennial and Generation Z workers.
Data & Research September 30th, 2025 Drawing Lessons from Gen X’s Financial Missteps Three separate studies highlight how a majority of Generation X respondents feel they fell short of their retirement goals.
Data & Research September 11th, 2025 Sandwich Generation’s Financial Pressures Erode Retirement Confidence As Generation X members try to balance retirement readiness, financial wellness and supporting their aging parents and children, many feel...
Data & Research August 20th, 2025 Most Common Financial Regret? Putting Off Retirement Savings More than one-third of Baby Boomer and Generation X respondents said their biggest financial regret was waiting too long to...
Data & Research August 12th, 2025 Retirement Readiness Elusive for 27% of Gen X A new survey of members of Generation X by PulteGroup found that more than one-quarter of respondents said they may...
Data & Research June 20th, 2025 Workers Don’t Expect to Succeed in Saving for Retirement A new Transamerica report considers generational differences in retirement expectations.
Data & Research December 5th, 2024 Auto-Portability Reaches 2.2M Fidelity Participants in Attempt to Limit Cash-Outs The firm’s Q3 report also found average 401(k) and 403(b) account balances at record levels.
Data & Research December 3rd, 2024 Financial Insecurity Weighs Heavily on Gen X Struggling to balance debt, retirement savings and family responsibilities, members of Generation X face myriad financial challenges.
Data & Research July 19th, 2024 Facing Delayed Retirement, Many Americans Wish They Had Started Saving Sooner According to new reports from Voya and F&G Annuities & Life, most Americans wish they had started saving for retirement...
Data & Research July 3rd, 2024 Don’t Overlook the Silent-to-Gen X Generational Wealth Transfer Hearts & Wallets’ findings counter the idea that the Baby Boomer-to-Millennial wealth transfer should be advisers’ focus.
Data & Research June 25th, 2024 55-Year-Olds Twice as Likely to Rely on 401(k) Compared to Predecessors The reliance on 401(k)s means retirement industry must turn attention to this group about 10 years from the traditional retirement...
Data & Research September 29th, 2023 Student Loan Repayments May Crimp Retirement Savers, Including Gen X New studies from Nationwide and National Institute show widespread impact of student loan repayments on everybody from recent grads to...
Data & Research September 21st, 2023 Money Over Marriage: Younger Generations’ Priorities Present Adviser Opportunity Younger savers may be responding to financial hardship ranging from the pandemic to inflation, according to research from MassMutual.
Data & Research July 7th, 2023 Gen X, the First 401(k) Generation, Is Least Prepared for Retirement Gen Xers entered the workforce as pensions were fading and 401(k) plans were ‘primitive.’ Now they are closest to retirement...
Data & Research June 28th, 2023 Gender Savings Gap Closing Among Younger Generations, Bank of America Reports Account balances among millennial men exceed women by 23%, significantly less than the average gender gap of 50%.
Data & Research June 12th, 2023 Prudential Research Finds Gen X Particularly Unprepared for Retirement A survey from Unbiased shows similar findings, with only 30% of U.S. adults reporting high levels of confidence about their...
Data & Research May 17th, 2023 Broadridge Finds Increased ‘Democratization’ in Discretionary Investing The financial firm mined millions of retail investors to learn about investing trends from the last five years.
Data & Research March 28th, 2023 US Workers’ Retirement Readiness Declines Amid Market Volatility American savers only have 78% of the income needed to cover expenses during retirement, according to Fidelity, down from the...
Data & Research February 28th, 2023 Inflation Hitting Millennials Hardest as They Seek to Meet Needs Millennials are most likely to reduce insurance and retirement contributions due to inflation, but financial wellness can help with more...
Data & Research January 23rd, 2023 Reconsidering Target-Date Funds After a Rocky 2022 Advisers and plan sponsors should consider both use and education around target-date funds after 2022 declines, according to new research...