An analytical approach to financial wellness is helpful for some retirement plan participants, but “it’s often emotion that puts retirement money in motion.”
Parents are worried about their independence as they age; kids are worried about their aging parents’ quality of life; parents are worried about their kids’ health and finances;...
The Government Accountability Office was asked by Congress to examine how disparities in life expectancy and income between different segments of the working population impact the retirement income...
Supporters say the California Secure Choice Retirement Savings Program will provide a voluntary, low-risk, auto-enrollment retirement savings plan for many uncovered workers in the state.
More affluent clients of advisory firms often seek out the latest services and strategies—making the group a helpful barometer of investment industry trends and challenges.
Investors are clearly feeling stressed out by the markets and their wider retirement savings outlook—but they’re also showing an impressive amount of restraint when it comes to managing...
Sometimes it just takes a little insight to dispel a lot of fear and uncertainty—especially when it comes to financial planning and the future cost of health care.
Introducing the expansive 2016 Guide to Retirement, JP Morgan researchers cited ample evidence that 7% or 8% annual return assumptions will not hold in coming years and decades.
Research from LIMRA Secure Retirement Institute finds more Americans are entering and living in retirement with a mortgage representing their biggest source of debt.
Users of the web-based retirement planning platform RetireUp are now able to model and illustrate fixed-income annuities from Allianz Life Insurance Company directly within client retirement income models.
A new report from the Center for Retirement Research at Boston College finds employee engagement and workplace happiness have a serious—and sometimes counter-intuitive—influence over retirement planning.