Tag: Post Retirement

Boomers attempting to protect their children from financial stress may be putting their own retirement goals at risk. 

A recently published white paper from MetLife offers guidance for advisers about how to help clients transition from the accumulation phase to the drawdown phase in retirement.  

If Baby Boomers and Gen Xers delay their retirement past the age of 65, many of them will still not have adequate income to cover their basic retirement...

Living longer than expected is one of the most serious issues facing U.S. workers today, according to the Institutional Retirement Income Council (IRIC).

Wells Fargo found significant differences between how today’s retired Americans are funding their retirements and how those yet to retire expect to do so.

Many U.S. communities have been unable to make significant progress in preparing to meet the needs of their aging populations, which some say is a result of the...

Older investors are unhappy with the traditional advice and guidance model, in which one pays for advice on investment selection, but receives planning advice as a "free" bonus.

I was in London for a few days last week. 

Fifty-five percent of Americans planning to retire in the next seven years are confident in their ability to generate a suitable retirement income, according to a recent Cogent...

Research from The Conference Board reveals that the 2008-2009 economic recession has increased pressure on individuals to delay retirement.

In its 2011 Defined Contribution Survey, BlackRock asked plan sponsors and participants to describe the allocation of responsibility they see in retirement plans.   

Research from the Transamerica Center for Retirement Studies found many workers are planning to work past - or through - their retirement years.

A Sun Life Financial survey suggests that over nine in ten American workers either have no idea what their health care costs are likely to be in retirement,...

Asset managers are just starting to observe how investors use target-date funds (TDFs) after reaching retirement.

When asked to categorize a list of personal and financial concerns, 64% of survey respondents said “needing to save for retirement” is “highly important,” though eight other choices...

Transamerica surveyed benefits directors and found that many believe their organizations do not do enough to help employees make critical decisions at the point of retirement.

Never being able to afford retirement is the nation’s most common financial concern for the second year in a row, according to a survey from the American Institute...

An MFS survey found 59% of non-retired Boomers agree with the statement, "I'm more concerned than ever about being able to retire when I thought I would."

The Insured Retirement Institute (IRI) found nine of 10 Boomers who own insured retirement products have a higher confidence in their overall retirement expectations than those who do...

We had wrapped up a very successful half-day adviser event ahead of our annual Awards for Excellence dinner last week.