Retirement Issues and Trends

Across the U.S., older adults face an average gap of about $115,000 between what they’re projected to spend during retirement and what they’re likely to bring in from … more Retirement Funding Gap Averages $115,000 For Most Older Americans

In the latest episode of the Decoding Retirement podcast, host Robert Powell interviews certified retirement management advisor Marcia Mantell about the key findings from the recently published Social … more Analyzing the Future of Social Security and Medicare

The U.S. population age 65 and older rose by 3.1 percent (to 61.2 million) while the population under age 18 decreased by 0.2 percent (to 73.1 million) from … more Census: Older Adults Outnumber Children in Nearly Half of U.S. Counties

WFS.org developed a resource page on aging and retirement saving trends that you might find helpful for developing marketing materials or meeting with clients. Here are a few … more Essential Retirement Statistics for 2025

Fidelity Investments® Q1 retirement analysis revealed that 401(k) savings rates hit a record high, driven by a milestone employee contribution rate of 9.5 percent, and an employer contribution … more Fidelity®: Retirement Savings Rates Reach Record in Q1

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

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