Browsing Tag
Baby Boomers
68 posts
What Baby Boomers Need to Know About Target Date Funds, and Why
Ron Surz says excessive risk is the most important TDF characteristic and laments attention given to things that don’t matter
Generations to Experience Wealth Transfer Differently
Escalent's survey breaks down wealth transfer inheritors by generation and analyzes how each will discuss and use their future wealth
Boomer Retirement Update: Growing Savings Gap, Heavy Dependence on Social Security
Separate research from Vanguard and IRALOGIX show retirement outlook has improved for many Boomers
2 in 3 ‘Peak’ Boomers Not Ready for Retirement
Study released today finds more than half of 30.4 million Boomers turning 65 between 2024-2030 will rely primarily on Social Security for income
Gen Zers, Baby Boomers Prefer Southern Living in Retirement
In fact, all generations surveyed in the GoBankingRates report say they would rather go to the south for retirement
Fiduciaries Incite Revenge of the Baby Boomers
New CFA Institute research confirms that target date funds expose Boomers to much greater risk than the theory TDFs pretend to follow
Millennials to Emphasize Retirement Savings Come 2024
Voya reports 95% of Millennials believe that making contributions to their retirement plan is extremely important or important
Expect Conversations About Finances at the Dinner Table This Holiday Season
Younger generations say they’re interested in speaking about their finances with family members sooner rather than later, finds Northwestern Mutual
Millennials Surpass Older Workers with Retirement Savings
New research from Vanguard finds Millennials are expected to replace nearly 60% of their pre-retirement income
Why a Crash Like 2008 Would Decimate Boomers in TDFs
Ron Surz says a 2008-level stock market crash would be 17 times worse today because so many more Boomers have money in target date funds