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.
Women Feeling Derailed With Retirement Savings
Two separate reports point out declines in financial confidence and longevity concerns among women investors
CITs Dominate Investment Strategies for 2023
Morningstar's latest report finds that CITs are on pace to overtake mutual funds as the most popular target-date vehicle in 2024
Trump and Biden: What the Candidates Say About Social Security
President Biden vows to protect Social Security while Trump flip-flops between stances on the retirement benefit
Women Face ‘Financial Vortex’ in Preparing for Retirement
A Goldman Sachs report emphasizes retirement advice and guidance for women, noting that more are experiencing personal and economic hardships due to distinct challenges
Top Affluent Cities for Retirees in 2024
A GoBankingRates report studied retirement towns in the U.S. with the top median household incomes to find where wealthy retirees are living
Corporate Roundup: Candidly, intellicents Partnership; OneDigital Acquires CBR
Candidly and intellicents partner to offer student loan debt repayment services, OneDigital acquires a human resources leader, Betterment updates its RIA division, and more
GOP Committee Proposes Increasing Social Security Retirement Age for Future Generations
However, the Republican Study Committee emphasized it would not suggest cuts or delays to Social Security for current or near-retirees
Wealthy Millennials Shifting Away from Financial Advisors
Higher percentages of affluent Millennials expect to change firms within the next year, finds a new report by J.D. Power
Empower Introduces Newest Suite of Retirement Income Partnerships
The firm's latest offerings include collaborations on guaranteed lifetime income products with Income America, Blueprint Income, and more
More Families Discussing Wealth Transfers
Advisors say a higher number of their wealth clients are having conversations about finances, reports Edward Jones