As Americans work toward a secure retirement, many are shouldering the financial responsibility of helping loved ones. Research from IRALOGIX, a leading fintech provider in the retirement industry, … more Three-Quarters of Americans Would Delay Retirement to Financially Help Loved One
Retirement Issues and Trends
JP Morgan Publishes Retirement Savings Survey
J.P. Morgan Asset Management released its 2026 Defined Contribution (DC) Plan Participant Survey Findings that provide a deeper understanding of how people view their retirement plans and overall … more JP Morgan Publishes Retirement Savings Survey
1 in 3 Workers Have Cut Retirement Savings Amid High Living Costs
A survey of 1,000 American workers finds that 38 percent have reduced their retirement contributions in the past year, while 18 percent have stopped saving entirely because of … more 1 in 3 Workers Have Cut Retirement Savings Amid High Living Costs
Longevity Economy Outlook: Economic Impact of Age 50+ Americans
Americans aged 50 and older generate enough economic activity annually to rank as the world’s third-largest economy, behind only the U.S. and China, according to a new AARP … more Longevity Economy Outlook: Economic Impact of Age 50+ Americans
Vanguard Releases 25th Annual ‘How America Saves’ Report
The “How America Saves” report examines the retirement-saving behaviors of nearly five million Vanguard participants. What they’re saying: “More than 25 years of data and insights make it … more Vanguard Releases 25th Annual ‘How America Saves’ Report
Fidelity Releases 2026 State of Retirement Planning
The 2026 State of Retirement Planning study, which Fidelity has been conducted since 2019, examines how people are viewing and planning for retirement. This year, the study focuses … more Fidelity Releases 2026 State of Retirement Planning
65+ Workforce Is Growing the Fastest—Loan Officers, Counselors and Realtors Impacted
Between 2014 and 2025, American workers age 65 and older grew more than 40 percent – the biggest jump of any age group – rising from eight million … more 65+ Workforce Is Growing the Fastest—Loan Officers, Counselors and Realtors Impacted
State-Run IRAs Hit Record Savings and Worker Participation Levels
YahooFinance reported this week that state-sponsored Individual Retirement Accounts (IRAs) reached a significant milestone as more than one million workers across 15 states have now saved $3 billion … more State-Run IRAs Hit Record Savings and Worker Participation Levels
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