Retirement Research

In a recent interview with blogger and financial advisor Michael Kitces, Bill Bengen, the “father” of the 4 percent rule, admitted that he advised his clients to withdraw … more Father of 4% Rule Suggests Higher Withdraw Rates in Today’s Market

To address the complexity of retirement finances, governments around the world have created online dashboards that offer tracking systems, unbiased financial advice, future income projections and other expanded … more A Retirement Dashboard For the United States

A new issue brief published by the Center for Retirement Research at Boston College finds that for working households nearing retirement with a 401(k), the median combined 401(k)/IRA … more 401(k) Balances Grow Between 2016-2019

The Federal Reserve’s announcement two weeks ago that it expects to hold interest rates near zero at least until 2023 could hurt retirees who invest in bonds by … more How Low Interest Rates Could Hurt Seniors

A new study from the Employee Benefit Research Institute and Greenwald Research finds that amid the stress caused by the COVID-19 pandemic, one bright spot that stands out … more Health and Retirement Benefits Seen as Critical to Feeling Financially Secure

Bank of America’s 10th annual Workplace Benefits Report reveals that 62 percent of employers feel “extremely” responsible for their employees’ financial wellness today, compared to 13 percent in … more BoA: 62 Percent of Employers Feel Extremely Responsible for Employees’ Financial Wellness

Half of all U.S. adults are concerned that a major health event in their household could lead to bankruptcy, an increase from 45 percent measured in early 2019. … more Half of Americans Fear a Health-Related Bankruptcy

A report published by Mustel Group and Sotheby’s International Realty Canada finds that 86 percent of older homeowners in Canada’s key metropolitan areas want to live in their current home for as … more 86 Percent of Canadians Want to Age in Place

While people planning for retirement or who have already taken that step may think they’ve got their futures pretty well taken care of, a new study by Morningstar … more Morningstar Study Examines Retirement Longevity

Research published recently by Edward Jones and consulting firm Age Wave finds that older Americans are living in a new retirement age that allows them to be more … more Four Key Ingredients To Succeed In New Retirement Age