Retirement Issues and Trends

The Federal Reserve Board published its “Economic Well-Being of U.S. Households in 2024” report, which examines the financial circumstances of U.S. adults and their families.The report draws from … more Federal Reserve Publishes Household Economic Well-Being Report

The Financial Planning Association®—with support from Finance of America—released the 2025 Trends in Retirement Planning survey report, which provides a look at the evolving challenges and priorities shaping … more Financial Planning Association Publishes Retirement Readiness Report

A new survey conducted by investment advisory firm Edelman Financial Engines reinforces a trend in how Americans think about retirement: specifically, they imagine these years to be more … more Edelman Survey Yields Interesting Retirement Perspectives

J.P. Morgan Asset Management released the 13th edition of its annual Guide to Retirement. This year’s Guide offers insights on the evolving landscape of retirement planning, focusing on … more JP Morgan Publishes Annual Guide to Retirement

The 2025 Planning & Progress Study, an annual research study from Northwestern Mutual, explores U.S. adults’ attitudes and behaviors toward money, financial decision-making, and the broader issues impacting … more Retirement Savings “Magic Number” Drops to $1.26M

A new survey of Gen X and Baby Boomer Americans conducted by National Debt Relief reveals how soaring costs and debt burdens are delaying retirement and reshaping financial … more Debt’s Impact on Older Americans

While 401(k) balances are growing, an increasing number of retirement savers are using their retirement accounts for financial emergencies. A new survey published by the Transamerica Center for … more U.S. Workers Tapping Retirement Accounts At Increasing Rates

Fidelity Investments’ latest Q4 2024 retirement analysis shows that retirement savers experienced a year of growth in 2024. While retirement account balances dipped slightly from Q3 2024, the average 401(k) … more Fidelity: Retirement Account Balances Increase Year-Over-Year

As they age, retirees increasingly face the prospect of a large healthcare spending shock for medical issues or long-term care either because their health insurance involves significant cost sharing … more Thirty-One Percent of Retirees Would Consider Home Equity to Pay for LTC