Retirement Planning

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More Americans fear outliving their savings than dying, Allianz survey finds
RETIREMENT RETIREMENT PLANNING APR 22, 2025
More Americans fear outliving their savings than dying, Allianz survey finds

Inflation, Social Security uncertainty, and day-to-day expenses are fueling retirement insecurity across all generations.

By Leo Almazora
Employer-sponsored retirement plan participants reveal strong interest in annuities
RETIREMENT RETIREMENT PLANNING APR 21, 2025
Employer-sponsored retirement plan participants reveal strong interest in annuities

But most would want an advisor to help manage contributions

By Steve Randall
Retirement account swings keeping advisors busy soothing client nerves
RETIREMENT RETIREMENT PLANNING APR 16, 2025
Retirement account swings keeping advisors busy soothing client nerves

Advisors offer tips on how to keep investors from constantly checking their retirement accounts and making rash portfolio moves.

By Gregg Greenberg
RETIREMENT RETIREMENT PLANNING APR 15, 2025
Retirement can be hard enough without doing it alone, study reveals

Most lack the funds they need for a single person’s retirement journey

By Steve Randall
Chicago's pensions rack up $1B in losses amid tariff-fueled market rout
RETIREMENT RETIREMENT PLANNING APR 14, 2025
Chicago's pensions rack up $1B in losses amid tariff-fueled market rout

Portfolio declines of 7-8 percent for chronically underfunded pensions are "edging toward catastrophic," warns Washington-based nonprofit.

By Bloomberg
The 'magic number' for retirement is down to $1.3M, but Americans are still concerned
RETIREMENT RETIREMENT PLANNING APR 14, 2025
The 'magic number' for retirement is down to $1.3M, but Americans are still concerned

Northwestern Mutual's latest research finds more than half see a likelihood that they'll outlive their nest egg, with Gen X and Millennials feeling most at risk.

By Leo Almazora
401(k) panic: Americans confront retirement reckoning amid market mayhem
RETIREMENT RETIREMENT PLANNING APR 11, 2025
401(k) panic: Americans confront retirement reckoning amid market mayhem

The latest market swings are exposing a truth advisors have long known: the 401(k) alone isn’t a silver bullet.

By Chris Davis
First COLA prediction since tariffs is out; is it time to claim Social Security?
RETIREMENT RETIREMENT PLANNING APR 11, 2025
First COLA prediction since tariffs is out; is it time to claim Social Security?

InvestmentNews gets insights from Johnson Investment Counsel’s Tony Kure.

By Steve Randall
Schwab, State Street unveil new retail private-market offerings
RETIREMENT RETIREMENT PLANNING APR 10, 2025
Schwab, State Street unveil new retail private-market offerings

The trend to democratize alternative investments is heating up with a new high-net-worth offering from Schwab and State Street's latest twist on target-date funds.

By Leo Almazora
Retirees are wired to not touch their nest eggs, research suggests
RETIREMENT RETIREMENT PLANNING APR 08, 2025
Retirees are wired to not touch their nest eggs, research suggests

New data show retirees reluctant to draw from savings, opting instead to spend predictable income streams like Social Security and pensions.

By Leo Almazora
Bessent claims retirees not worried market rout will decimate their savings
RETIREMENT RETIREMENT PLANNING APR 07, 2025
Bessent claims retirees not worried market rout will decimate their savings

But they were worried even before equities dropped sharply

By Steve Randall
As estate planning demand grows, many advisors lack plans themselves
RETIREMENT RIAS APR 04, 2025
As estate planning demand grows, many advisors lack plans themselves

Gap in their own financial planning risks harming clients.

By Andrew Cohen
Two-thirds of investors worried they'll outlive their assets
RETIREMENT RETIREMENT PLANNING MAR 31, 2025
Two-thirds of investors worried they'll outlive their assets

Study of mass affluent and high-net-worth individuals reveals concerns around retirement income, Social Security, and safeguarding wealth.

By Leo Almazora
Motherhood has implications for women's financial well-being, EBRI suggests
RETIREMENT RETIREMENT PLANNING MAR 28, 2025
Motherhood has implications for women's financial well-being, EBRI suggests

Analysis of census data reveals disparities in income, retirement assets, and homeownership between fathers, mothers, and unmarried women.

By Leo Almazora
What pre-retirees don't know about Social Security could be hurting them, says T. Rowe Price
RETIREMENT RETIREMENT PLANNING MAR 27, 2025
What pre-retirees don't know about Social Security could be hurting them, says T. Rowe Price

Survey research reveals gaps in retirement savers' knowledge, pessimism around receiving benefits, and a lack of good options to solve looming solvency crisis.

By Leo Almazora
Bisignano pledges to protect Social Security from privatization amid senate scrutiny
RETIREMENT RETIREMENT PLANNING MAR 25, 2025
Bisignano pledges to protect Social Security from privatization amid senate scrutiny

Partisan tensions, reducing inefficiencies and a 'guarantee' to senators.

By Matthew Sellers
Trump's Social Security pick vows to protect agency from DOGE
RETIREMENT RETIREMENT PLANNING MAR 25, 2025
Trump's Social Security pick vows to protect agency from DOGE

Fintech exec and JPMorgan alum Frank Bisignano dismisses privatization talk, commits to "meet beneficiaries where they want to be met."

By Bloomberg
Majority of polled financial pros agree annuities make client relationships stickier
RETIREMENT RETIREMENT PLANNING MAR 25, 2025
Majority of polled financial pros agree annuities make client relationships stickier

Market volatility, product complexity, and rampant misinformation all drive the case for advisors helping clients get much-needed lifetime income.

By Leo Almazora
Don't sell your winners, donate them to charity instead
RETIREMENT RETIREMENT PLANNING MAR 20, 2025
Don't sell your winners, donate them to charity instead

If you are going to let your winners run, let them run for a good cause while lowering your tax bill.

By Gregg Greenberg
More workers dipped into their retirement savings last year, Vanguard finds
RETIREMENT RETIREMENT PLANNING MAR 17, 2025
More workers dipped into their retirement savings last year, Vanguard finds

Sneak peek into annual defined contribution plan report shows average participant balances reached an all-time high amid rising equity markets.

By Leo Almazora