Browsing Tag
Northwestern Mutual
32 posts
Most Millionaires Don’t Consider Themselves ‘Wealthy’
New Northwestern Mutual research shows half think their financial planning needs improvement
November 4, 2025
Gen X Falling Behind on Retirement Planning
Over half of Gen Xers say they won't be financially ready to retire even as the expect needing $1.57M in retirement, reports Northwestern Mutual
September 11, 2025
More Americans Expect to Leave Inheritance, Fewer Anticipate Getting One
Despite only 20% expecting to receive an inheritance, 57% of those who do say it is "highly critical" for their financial stability
July 10, 2025
‘Magic Number’ for Retirement Drops to $1.26M for 2025
This year’s figure from Northwestern Mutual is $200,000 less than last year, but remains far beyond what most Americans are on track to reach
April 14, 2025
Medical Bills Outpace Student Loan Debt as Top Financial Concern
Americans ranked medical costs as among their top three sources of debt, pushing out student loan debt as a result, finds Northwestern Mutual
March 12, 2025
Despite Being Confident, Even Millionaires Need Financial Help
A Northwestern Mutual survey finds 48% of millionaires believe their financial plan needs improvement
September 4, 2024
Americans Expect Inheritance to Fund Portion of Retirement
However, respondents to a Northwestern Mutual survey still expect their 401(k) or retirement account to fund most of their retirement
August 6, 2024
Got a Financial Advisor? Expect to Retire 2 Years Earlier
Latest findings from Northwestern Mutual’s Planning & Progress Study focus on advantages of working with an advisor compared to those who don’t
July 9, 2024
Younger Investors Eager to Use AI in Financial Planning
More investors are also open to human advisor and AI collaborations, Northwestern Mutual's newest study finds
June 5, 2024
$1.46 Million: New ‘Magic Number’ for a Comfortable Retirement
Amount needed surges 53% over 5-year span, according to Northwestern Mutual study
April 2, 2024