Data & Research

Millennials and those with balances lower than $20,000 are at the greatest risk for cashing out.

Word is this Super Bowl will be Broncos quarterback Peyton Manning’s last game before retiring.

Households oppose changing tax incentives for retirement saving, says an ICI survey.

An analysis by Fidelity indicates 401(k) investors who stuck with equity allocations after the 2008 financial crisis fared better than those who didn’t.

Small business owners are looking at retirement plans to replace health benefits as an attraction and retention tool.

Millennials are doing a good job of putting aside savings, but retirement is not the top reason.

 

Money issues are sensitive, especially for couples.

Most pre-retirees and retirees surveyed said they would not have been as financially successful without a formal written retirement plan.

Any discussion about improving lifelong financial security should include discussions about managing student loan debt, researchers conclude.

“If anyone were ever poised to invest with confidence, it’s the black community,” says Mellody Hobson, president of Ariel Investments.

Is it realistic to expect that older individuals will be able to work longer?

Like any challenging labor in life or business, running a target-date fund portfolio successfully requires careful attention and a keen sense of balance.

Help with student loans joins retirement, health and vacation benefits as a priority.

Employer retirement and health care benefits have less influence on employees’ retirement decisions.

Ongoing withdrawals from savings could jeopardize people’s future, LIMRA says.

With only a little more than a third of the working population able to live comfortably while saving for retirement, it’s clear advisers would benefit from a strengthening...

It may be time to revisit standard income replacement rates, says a research paper.

More affluent Baby Boomers and current retirees say they have less trouble sticking to a long-term investment strategy to fund their golden years.

It is an important fact for retirement specialist advisers to keep in mind as they find and serve new clients—almost everyone feels stressed about money and finances during...

Couples have the advantage of relying on each other in the face of medical challenges.