Few Americans Report ‘Financial Freedom’ Amid Record High Credit Card Debt
Research from Achieve suggests Americans are struggling to make ends meet, but separate research from WalletHub notes inflation is masking...
Tag: inflation
One-Quarter of Pre-Retirees Expect to Delay Retirement, According to Nationwide
An additional 15% are unsure if they will ever be able to retire.
Young Employees Pulling Back on Retirement Contributions
Morgan Stanley at Work study reveals retirement saving erosion, as retirement head Bunnell notes the ‘central role’ of retirement plan...
EBRI Study: Inflation, Weak Stock Market Slashed Retirement Confidence
EBRI reports sharply decreased retirement confidence, driven primarily by inflation.
Inflation Drives IRS to Raise HSA Contribution Limits
For 2024, the HSA contribution will be $4,150 for an individual and $8,300 for a family, up from $3,850 for...
Fed Raises Rates Again, But How Can Investors Hedge Against Inflation?
Wharton School Professor Emeritus Jeremy Siegel spoke out against Fed rate hikes and laid out potential investor responses.
Can Employers Help Americans Struggling to Save Amid Inflation?
More than 20% of U.S. workers made reported borrowing from their retirement savings in 2022, according to FinFit.
House Committee Unanimously Approves Bill Requiring SEC to Study Size Cutoff for Advisory Firms
The Small Entity Update Act requires the SEC to revisit the ‘small entity’ definition of advisory firms every five years.
EBRI Finds Inflation Eroding Retirement Confidence
It's the biggest drop in retirement confidence since the 2008 Global Financial Crisis, according to the research institute.
The Business Case for Offering HSAs
Panelists at the 2023 PLANADVISER/PLANSPONSOR HSA Conference discuss the business benefits of offering health savings accounts.
Retirement Now a “Transition” For Many Americans, According to Smart
One in five Americans plan to work into their retirement, according to a study by the retirement technology provider.
Powell Says Lowering Inflation to 2% Is ‘Likely to Be Bumpy’
Federal Reserve Chairman Jerome Powell reiterated the Fed’s commitment to lowering inflation.
In Face of Volatility, Diversity Rules in Retirement Plan Menus
Experts discuss how to diversify—and remain calm—despite the headlines.
SVB Collapse Likely to Discourage Rate Hikes
PGIM fixed income experts see a 25 basis point hike next week, no others this year as inflation is less...
Inflation Hitting Millennials Hardest as They Seek to Meet Needs
Millennials are most likely to reduce insurance and retirement contributions due to inflation, but financial wellness can help with more...
Top Economist: Recession Coming, But Boomer Retirees to Mitigate Job Cuts
The US is expected to enter a “short and shallow” recession in 2023, according to the Conference Board’s top economist.
High Inflation Takes a Toll on Employees’ Financial Well-Being
Inflation, which remains elevated as of Tuesday's CPI report, has led to increased stress, less financial preparedness and growing debt,...
Retirement Savers Held Course in 2022 Despite 401(k) Declines
The latest retirement plan participant tracking from Vanguard and Bank of America show retirement savers’ resilience last year.
Among Advisers’ Top Concerns? Another 401(k) Drop in 2023
A “state of the industry” report from recordkeeper Ubiquity finds financial advisers fear another year of poor investment returns that...
Advisers Should Counsel “Cautious Optimism” Amid Cooling Inflation
Retirement experts weigh in on how advisers can help plan sponsors and participants understand news of cooling inflation, but continued...