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Eighty percent of households that owned funds outside a workplace retirement plan held funds purchased through a professional adviser, according to the 2010 Investment Company Fact Book released...

While 401(k)s and individual retirement accounts (IRAs) still seem to be the most important source of retirement income, the proportion of Americans planning on rely on Social Security...

A new survey found uninsured medical expenses rival retirement savings as the most pressing financial concern for Americans.

While Americans haven’t quite recovered the losses their portfolios suffered amid the market downturn, they are more optimistic than last year, according to a survey commissioned by Edward Jones.

A new Putnam Investments survey found 14% of Americans plan to fully fund an IRA in 2010, down sharply from the 23% seen a year earlier.

While long-term care costs continue to rise nationally, the cost for in-home care is rising at a much slower pace, according to Genworth’s 2010 Cost of Care Survey.

I have always taken seriously the notion that news and information should be presented “straight”, and without commentary. 

High-net-worth (HNW) consumers remain concerned about maintaining their lifestyle in retirement and slightly more concerned about paying for health care in retirement, according to a survey by The...

The HSBC Global Pulse survey found the top three financial worries are the same for citizens around the globe: taxes, wealth preservation, and retirement.

More than four-in-ten so-called “sandwich generation” parents (41%) continue to provide at least some financial support to their young adult children, according to the 2010 Families & Money...

A survey from ING U.S. Retirement Services shows that those in a workplace plan are more confident, informed, and proactive when it comes to their savings.

Many Baby Boomers plan to continue working in retirement, and not just to make ends meet, but to keep physically and mentally energized.

Americans reported that they are more knowledgeable about personal finance but would also benefit from professional advice, according to a survey by the National Foundation for Credit Counseling.

Financial advisers who help clients to understand the impact of the markets have more satisfied clients, a recent survey suggested.

A recent study found that many Americans, particularly in some ethnic groups, are kept awake by problems such as financial concerns.