An audit conducted by HUD’s Inspector General on the effectiveness of Life Expectancy Set-Asides has concluded that an estimated 1,237 HECM borrowers are at risk of seeing their … more HUD OIG Highlights LESA Concerns
Industry News & Reference
Study: Boomers Reluctant to Talk Finances With Kids
A recent article in the Wall Street Journal highlights that Baby Boomers are sitting on an estimated $110 trillion in wealth while that number is closer to $46.2 … more Study: Boomers Reluctant to Talk Finances With Kids
Society of Actuaries Publishes Retirement Risk Survey Findings
The Society of Actuaries’ biennial Retirement Risk Survey reveals Americans are facing growing challenges when it comes to retirement security, with inflation, caregiving responsibilities and unexpected financial shocks … more Society of Actuaries Publishes Retirement Risk Survey Findings
Life & Money: Retirement Security in the USA
Just under 60 percent of U.S. residents believe they’re building or have built a large enough retirement nest egg—up slightly from 55 percent in 2020. That’s according to … more Life & Money: Retirement Security in the USA
Americans’ Confidence Worsens Over Inflation Fears and Future of Retirement Programs
Fewer workers and retirees are confident they have enough money to live comfortably in retirement, according to the 36th Annual Retirement Confidence Survey published by the Employee Benefit … more Americans’ Confidence Worsens Over Inflation Fears and Future of Retirement Programs
Inflation Bites Retirees Harder Amid Soaring Energy Costs
Since November 2022, the Bureau of Labor Statistics reports that CPI-E—an experimental index designed to better reflect inflation experienced by Americans age 62 and older—has outpaced the standard … more Inflation Bites Retirees Harder Amid Soaring Energy Costs
NAR: Baby Boomers Remain Largest Share of Home Buyers
Baby Boomers remained the largest generational group of home buyers this year, while the share of first-time buyers fell to the lowest level on record, according to the … more NAR: Baby Boomers Remain Largest Share of Home Buyers
Americans Expect to Delay Retirement By Four Years As Cost of Living Rises, Study Finds
A new survey of American workers from Economist Enterprise and Nuveen finds that economic uncertainty is driving a significant shift in retirement expectations, with many individuals delaying retirement, … more Americans Expect to Delay Retirement By Four Years As Cost of Living Rises, Study Finds
DOL Proposed Rule Expands Alternative Assets to 401(k)s
The U.S. Department of Labor has introduced a proposed rule that could make it easier for 401(k) plans to include alternative investments, building on an executive order issued … more DOL Proposed Rule Expands Alternative Assets to 401(k)s
‘Magic Number’ for a Comfortable Retirement Just Got Bigger
Northwestern Mutual released new survey findings showing that Americans’ “magic number” for a comfortable retirement rose to $1.46 million in 2026—an increase of $200,000 from last year and … more ‘Magic Number’ for a Comfortable Retirement Just Got Bigger
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