Browsing Tag
Retirement Readiness
109 posts
Retirement readiness is the measure of how prepared someone is to maintain their desired lifestyle after leaving the workforce. It considers financial factors—such as savings, investments, income sources, and debt—as well as non-financial aspects like health, housing, and personal goals. Being retirement-ready means having the resources, plans, and confidence to live comfortably without relying on employment income.
A ‘Staggering’ Number of Workers Will Fall Short in Retirement Savings
Two-thirds of American 401(k) savers may fall short of funds needed for a comfortable retirement, risking their post-work lifestyle.
October 11, 2018
STOP Being a Monday Morning 401k Quarterback
It’s easy to walk into a prospect meeting, look at the 401k plan replay information, and talk about investment…
September 16, 2018
3 in 5 Americans’ Retirement Fund Falls Short
Saving for retirement is no easy feat for many Americans, as less than two in five non-retired adults…
May 24, 2018
Social Security-Like Estimated Income Statements for 401ks?
To better manage expectations and help workers plan, the Social Security Administration has long provided an estimate of…
February 12, 2018
America’s Retirement Readiness ‘Score’ Improves, But …
American savers have steadily improved their retirement preparedness, with America’s retirement score at an all-time high of 80.
January 31, 2018
Reason No. 4,176 Why 401(k) Advisors Exist
401(k) Advisors play a vital role in helping retirees and pre-retirees manage risks and improve their retirement readiness
January 17, 2018
19 Answers to 401(k) Retirement Readiness Questions
401(k) participants here in the States feel pretty good about their retirement prospects, at least when compared with…
October 6, 2016
Surprise! Which Country is Killing U.S. in 401(k) Retirement Readiness?
First Mother Teresa gets canonized, and now this. Does it signal a return of India Inc.? Of 15 countries…
September 2, 2016
FINRA Announces National Retirement Planning Week
It isn’t exactly Mardi Gras, but far more important. Financial Industry Regulatory Authority, better known as FINRA, announced…
May 4, 2015