Retirement Issues and Trends

Asset Preservation Wealth & Tax, a high-net-worth financial advisory firm based in Phoenix, surveyed 1,000 Americans ages 55+ planning to retire in 2026 to gauge confidence levels and … more 2026 Retirement Readiness Outlook

Using Census Bureau data, a new report from the National Institute on Retirement Security (NIRS) finds that homeowners aged 65 and over have accumulated on average $210,493 in … more Retirement in America: Report Analyses Preparedness of Working-Age Americans

While financial experts typically recommend keeping three to six months of expenses saved for emergencies, the reality is that a large segment of the population, including Baby Boomers, … more Bankrate Emergency Savings Report

Despite ongoing efforts to reduce healthcare costs, a new report from the Center for Retirement Research at Boston College suggests that Medicare premiums, copays, and uncovered services can … more How Much Does Health Spending Eat Away at Retirees’ Income?

Want to know where America’s aging population may be moving to next? According to WalletHub’s analysis, the best places to retire in 2026 are: Wyoming: Known for its … more Best Places to Retire in 2026

Americans have stashed away $48.1 trillion in retirement plans as of September 30, 2025, up 4.5 percent from June, according to ICI, a trade group that represents retirement … more Retirement Assets Total $48.1 Trillion

A new report recently published by the Transamerica Center for Retirement Studies—titled Retirement Realities: The Experience of Retirees—spotlights aging and longevity-related experiences of today’s retirees. Their real-life experiences, … more Transamerica: Retirees Enjoying Life Amid Health and Financial Uncertainties

The results of a new study published by the Center for Retirement Research at Boston College suggest that the prevalence of unexpected expenses is becoming more widespread among retirees. Why … more Unexpected Expenses Can Have Major Impact on Older Households

Since 2005, J.P. Morgan Asset Management has published “Retirement by the Numbers” to analyze how its customers save, invest and spend throughout their working lives and retirement. “Our … more JP Morgan Publishes 20th Annual Retirement By the Numbers

A new survey from Finance of America finds one-third of Americans aged 40-60 report feeling significant emotional, physical, and financial strain as they try to balance caring for … more FOA Survey Reveals the Hidden Strain on America’s Sandwich Generation