Browsing Tag
Retirement Planning
353 posts
Retirement planning is the process of strategically managing your finances to ensure you have enough money to support your desired lifestyle after you stop working full-time. It involves setting financial goals, estimating expenses, and creating a plan to accumulate enough savings through various investment and savings strategies. Essentially, it’s about preparing for a financially secure and comfortable retirement.
Empower, Rockefeller launch ‘Simplified Retirement Program’
Partnership offering will streamline investment options, offer more personalization
Plan Sponsors Seek Personalized 401(k) Solutions
Plan sponsors want tailored solutions, encourage workers to stay with 401k provider
This Group of Savers Opposes Fiduciary-Only Regulations
New ACLI survey finds vast majority of lower-half income 55- to 70-year-olds don’t want commissions for annuity sales to be banned
Americans Dangerously Out of Touch with Retirement Healthcare Costs
2022 Fidelity Retiree Health Care Cost Estimate reveals Americans lowball expected costs by more than a quarter of a million dollars, meaning they will need 7x more than they expect
4 Distinct Retirement Paths Characterized by People’s Attitudes
Increasing life spans, desire for healthy living has many looking forward to a long retirement according to a new report
Government Workers Prioritize Retirement Despite Challenges
New study from Empower finds that workers steadily increased retirement savings during the pandemic
Inflation Still Greatest Threat to Retirement
More than 71% of Americans worry about inflation's impact on current lifestyle, retirement
Millennials Shake Up Vision of Retirement
An in-depth Schwab study shows that Millennials differ from other generations with a retirement focus centered on flexibility and new experiences
Women Take Control of Retirement Planning, Investments
A new report says that a sizable number of women--94%--play a role in a couple’s retirement planning
The Stark Numbers Behind Americans’ Lack of Retirement Planning Access
'Services like retirement planning and decumulation become easier to scale—regardless of minimums—with digital platforms'