Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.
Americans Financially ‘Planning with Purpose’ in 2026
Close to three-quarters of respondents to Fidelity’s study say they have a plan to hit their financial targets
Wealthspire Unveils Wealthspire Institutional, Osaic Taps President
Plus, news from NFP, Wealth Enhancement, Blue Ridge, Prudential, The Standard, Nationwide, and more
Retirees Thrive Despite Financial Anxieties Ahead
Many are particularly concerned over affording long-term care, reports TCRS
SEC Cautions Advisors Over Marketing Rules Compliance
The SEC said it observed violations with testimonials, endorsements, and third-party ratings
Trump Accounts Website Goes Live as Ray Dalio Pledges Contribution
The billionaire follows the lead of the Dell Foundation, who announced in December a $6.25B pledge
Public Pension Benefits Dip in Value, Especially for Short and Mid-Term Workers
Full-career workers can still achieve adequate retirement income despite the drop
Retirement Clearinghouse Consolidates $20B in Assets
The consolidator announced it doubled the assets in four years, from $10 million in 2021
Participants’ Credit Card Debt Reduces Retirement Funding
Other factors, including a lack of salary increases and employer contributions, further add to a lack of retirement readiness
Retirement Readiness Linked to Parental Backgrounds
Students and recent hires with parents who went to college were likelier to report higher financial literacy scores
Workers Consider Needing $1M to Retire
Yet only 27% believe they’ll hit that goal, reports Betterment at Work