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.
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
SECURE 2.0 Could Potentially Pass After the Holiday Season
As legislators run out of time to pass the retirement reform bill, Principal’s Lance Schoening reviews all the dates left for SECURE 2.0 to pass
Forget Retirement – Americans are Choosing these Financial Resolutions in 2023
In light of inflation and market uncertainty, new Fidelity research finds more Americans are creating conservative financial resolutions for next year
Institutional Investors Predict ‘Inevitable’ Recession for 2023
A Natixis Investment Managers survey found a heavy majority of institutions are bracing themselves for a recession in the new year