Annuities Reduce Retirees’ Financial Stress, Academic Paper Finds
Fewer financial worries and increased longevity were among the benefits reported by Chilean retirees surveyed about guaranteed income.
Tag: longevity
High-Net-Worth Investors Share Longevity Concerns for Wealth Transfer Planning, per BofA
More than 90% of wealthy Americans surveyed believe longevity is a key factor in how they plan their finances.
Retirement Savings Fall Far Short of Longevity Expectations
Only 12% of future retirees thought their money would last beyond a decade of retirement, according to a recent survey.
Health-, Long-Term-Care Costs Can Be Major Retirement Risk Factors
A LIMRA paper makes the case for financial advisers including long-term-care costs in retirement planning.
What Record Life Expectancy Means for Retirement
Longer life expectancies have redefined retirement planning conversations and have raised the stakes for saving.
Longevity Risk Requires Accurate Measurements, Adequate Solutions
Advisers can guide clients to find appropriate income options for a potentially lengthy retirement.
75% of Early Retirees Have Savings Regrets
More than half of surveyed retirees stopped working sooner than they had planned—at an average age of 56, according to...
Meeting Longevity’s Challenges to Wealth, Health
Industry experts say clients’ longevity fitness depends on managing risks of depleting savings, cognitive decline, physical falls and social isolation.
Financial Advisers Can Help Boost ‘Longevity Preparedness’
People with sound financial planning and access to a financial adviser have an increased likelihood of thriving in older age,...
As Longevity Increases, Retirement Planning Struggles to Keep Up
Two studies highlight a mismatch between life expectancy and current retirement planning.
People May Start Living to 150, Creating Retirement Paradox
As people live longer, advisers must combat sequence risk while also driving growth to meet inflation, according to an investment...
John Hancock Starts Five-Year Longevity Research Project With MIT
The retirement and insurance provider is dedicating millions in funding for a collaboration that will include a longevity preparedness index.
Most Americans Expect to Live Longer, Still Retire Around 67
Research from Corebridge and the Longevity Project find half of Americans want to live to 100, even as financial anxieties...
New Data Show Women in Same-Sex Marriages Live Longer, Have Greater Retirement Planning Needs
J.P. Morgan’s 2024 Guide to Retirement reveals how gender, sexual orientation and relationship status correlate with longevity.
4 Ways Baby Boomer Business Owners Are Retiring Differently
Capitaliz founder Craig West provides insights to plan advisers on how to manage clients’—or their own—business exits in an age...
US Workers Expect AI to Extend Human Longevity, Increase Retirement Needs
A Nationwide survey found that Americans are bullish on artificial intelligence but less confident in their ability to pay for...
How Advisers Can Help Close Longevity Literacy Gap
Experts recommend providing appropriate interpretation and practical implications of longevity terminology.
Ric Edelman Expects Living Past Age 100 to Force Major Savings Mindset Change
The expert suggested reevaluating the 60/40 portfolio and investing in exponential technology.
Mandatory Retirement Not Serving Economy, According to Panel on Longevity
The current economy needs older workers, according to speakers at a conference on longevity with Thrive Global's Arianna Huffington.
U.S. Drops to 18th on Natixis Retirement Index, Due to Economic Issues, Aging Population
This year’s report warns that “key risk concerns for retirement security are coming to a head in today’s rapidly changing...