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.
Public Sector Employees Worried Over Retirement Readiness
Eighty-one percent of public service respondents to a MissionSquare study are concerned they may outlive their savings
Feeling ‘Financially Comfortable’ Takes Less in 2024
Schwab survey finds Americans think it takes $2.5M to feel “wealthy,” but net worth needed to feel “comfortable” drops precipitously
Worker Retirement Confidence Improves: Schwab 401(k) Study
They still think $1.8 million saved is needed for retirement, but inflation and market volatility concerns soften
Military Households Possess Higher Assets, Retirement Confidence: EBRI
New Retirement Confidence Survey shows most military households faring better financially than non-military counterparts
Most Pre-Retirees Pushing Back Retirement Timeline
New research from F&G shows 2 of 3 pre-retirees over 50 are considering postponing their planned retirement date—and 1 in 3 of those already retired considering a return to work
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
7 Standout Facts from ‘Retirement Research Week’
So much retirement plan data was dropped this week we decided a summary was in order to put a spotlight on some of the more notable findings
Americans Want Action to Fix Social Security
Transamerica study spotlights public policy priorities across the multigenerational workforce-led by addressing entitlement program’s looming insolvency
Gen Xers Nearing Retirement Report Median Savings of $50k
The new report by Prudential underscores the lack of financial and retirement support Gen Xers experience
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