Tag: retirement planning

A survey shows that, because of the COVID-19 pandemic, many women feel they are on the wrong track for retirement.

In light of the pandemic, at least 22 million Americans spoke with a financial adviser for the first time as...

Retirement plan advisers can help women overcome this hurdle by being aware of the issue and counseling them on benefits...

A Lincoln Financial report also finds some workers are uncertain or confused when it comes to how they should prepare their retirement plans ahead of election results.

Focused analysis of market movements, business challenges and legislative and regulatory actions.

Understanding how long they may live opens up important retirement planning discussions with clients.

Offering health savings account (HSA) services allows advisers to add value and help clients more holistically plan for retirement, Kristen Donovan, with BAM Retirement Solutions, tells PLANADVISER.

Robert Scheinerman, president, AIG Retirement Services, says smart retirement plan design, access to advisers and passage of pending legislation can help Americans have enough money for a 40-year...

A large number of Boomers lack any kind of planning for retirement, and most have not set a retirement goal, IRI research found.

Approximately half of the participants surveyed by MassMutual had calculated how much savings they need to retire, with about one-third actually creating a formal plan. However, there were...

Pentegra Millennial SmartPath is a report detailing best practices and strategies for Millennials to help improve retirement readiness and overall financial wellness.

The J.P. Morgan guide includes late-cycle retirement discussions, and the LIMRA guide highlights 10 common myths of pre-retirees and retirees.

However, only 56% of people have calculated how much income they need to retire, MassMutual learned in a survey.

Among family caregivers, 60% said they had no idea how demanding it would be, and that an insurance product to help with long-term care could have alleviated some...

A survey by OneAmerica indicates roadblocks in affording financial adviser services. 

Yet, nearly three-quarters (71%) of those responding to an EBRI survey who said debt was a major problem worried about finances at work.

Sixty-eight percent say they pay close attention to inflation as they prepare for retirement.

Morningstar suggests individuals and their advisers should focus on strategies that can maximize retirement savings, regardless of planned retirement age.

Asked what they look for in an adviser, Millennials say experience, followed by someone with similar demographic qualities as themselves.