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.
Retirement is Top of Mind for 2023 Predictions
Paychex VP highlights his top two forecasts for retirement in the new year
The Youngest Workforce is Also the Most Financially Confident
Recent data by Northwestern Mutual finds Gen Zers are the most determined in their quest to financial security
Lincoln Announces New Marketplace as Americans Set Financial Goals in 2023
Lincoln Financial Group is expanding its services to marketplace partnerships, with the first from student debt management platform Candidly
Investors are Getting their Finances (and Retirement) In Order with these New Year’s Resolutions
Budgeting and saving aren't the only top financial resolutions for investors in 2023
Total Retirement Assets Fell in Q3 2022
Recently published ICI data finds U.S. retirement assets fell 4.5% from the second quarter of 2022
Morningstar Inches Closer to 4% with 3.8% Safe Withdrawal Rate
Despite inflation and market volatility, recent research from Morningstar raises the withdrawal rate from 3.3% in 2021
Employees Dip into Retirement Funds, Cite Inflation and Market Volatility as Key Factors
Betterment at Work research finds financial anxiety is trending higher as we enter the new year, but employers can offer support
Top Performing Firms Prioritized Talent in 2022
Latest research from Charles Schwab highlighted what firms and their advisors prioritized in the past year
Educators Schooled by Advisors See Improved Financial Outcomes
Equitable research finds 403b educators feel more confident in their finances and retirement when working with a financial professional
What a New Congress Means for Retirement Policy
A Willis Towers Watson webinar analyzed what changes in the U.S. House and Senate mean for retirement legislation in 2023 and 2024