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.
Women of Color Are More Confident in Their Financial Future
Research from Edelman finds 67% of women of color are forging a better financial path than the one they had growing up
Older Adults Greatly Underestimate Social Security Benefits: NBER Research
Working paper shows that on average they shortchange monthly income by $158 per month or nearly $2,000 per year
What the SVB Collapse Teaches Us About Retirement Planning
The crash of Silicon Valley Bank and additional bank failures underscore the relevance behind proactive financial and retirement planning
4 Senators Want Americans to Wait Until 70 to Claim Social Security
Bipartisan legislation introduced this week proposes two key changes that would encourage people not to claim early
5 Key Themes in J.P. Morgan Asset Management’s 2023 Guide to Retirement
New research released today explores top trends in the defined contribution space, including SECURE 2.0 and market uncertainty
Americans Score Low on Longevity Literacy
New research from TIAA and the GW School of Business found U.S. adults fell short on basic longevity literacy
Employers Yawn at SECURE 2.0 Provisions
New data from Alight found interest in SECURE 2.0 provisions remains fairly low for plan sponsors
New Research Turns Traditional Retirement Income Planning on its Head
Focused on consumer preferences, the three-part series from Alex Murguia and Wade Pfau offers a new way forward
Inflation and Supply Chain Issues Trouble Retirement Planning for Business Owners
As Americans continue to grapple with inflation and supply chain problems, TD Wealth data shows retirement planning is being impacted
The Youngest Workforce is Also the Most Financially Confident
Recent data by Northwestern Mutual finds Gen Zers are the most determined in their quest to financial security