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News
Bridging The Gaps In Retirement Expectations
1+ day, 13+ min ago (126+ words) As the economic and retirement landscape shifts, current retirees are re-evaluating their savings decisions, and some of those decisions are being met with remorse. More than three-quarters of current retirees (76%) say they regret not starting to save earlier in their…...
When Helping Your Adult Children Hurts Your Retirement
1+ day, 8+ min ago (211+ words) âParents naturally want to protect their children, no matter how old they are,â said Jeff Smith, financial planner and founder of The Retirement Smith. âThe challenge is knowing how to help in a way that supports them…...
State of Pensions 2026
1+ day, 19+ hour ago (360+ words) lifehealth.com State of Pensions 2026 Public pensions reached their best funded status since 2009 but are vulnerable to a broad market downturn NEW YORK, July 23, 2026 /PRNewswire/ — America’s state and local pension systems are in their strongest funded position since 2009, according to…...
Social Security Solvency & Retirement Planning
6+ day, 1+ hour ago (190+ words) DANVERS, Mass., July 22, 2026 /PRNewswire/ — A new report from HealthView Services underscores the financial impact on future retirees of potential Social Security benefit reductions unless Congress takes steps to fund the program. The data is based on the couples living…...
Americans Struggle To Shift From Retirement Saving To Spending
6+ day, 22+ hour ago (384+ words) Seven in 10 (71%) working Americans say they anticipate being reluctant to spend money in retirement in order to preserve their account balance as much as possible. This feeling continues after leaving the workforce. Nearly two in five (39%) retirees are reluctant to…...
Retiree Health Care Costs « ADVISOR Magazine
6+ day, 19+ hour ago (317+ words) Fidelityâs estimate assumes enrollment in Original Medicare (Parts A and B) and Medicare Part D, which includes premiums, copayments, and other out-of-pocket costs for medical care and prescription drugs throughout retirement. It does not include potential Long-Term Care expenses....
Workers Trust Employer-Provided Financial Advisors, But Most Still Aren’t Ready For Retirement
1+ week, 1+ day ago (622+ words) The disconnect points to a broader challenge: engagement, not trust, is the main barrier. Employees value financial guidance, but many are not taking action as rising costs and financial pressures put retirement goals further out of reach. When employees do…...
Financial Professionals Grow Less Optimistic as Inflation Expectations Increase
1+ week, 5+ day ago (305+ words) Though financial professionals have conflicting views on how far inflation could rise in the next twelve months, half (56%) think the likelihood of a recession in this same time period is low or not likely. But 10% of those surveyed are skeptical…...
DC Plan Sponsors See Opportunity in Alternatives « ADVISOR Magazine
1+ week, 6+ day ago (341+ words) DC Plan Sponsors See Opportunity in Alternatives lifehealth.com DC Plan Sponsors See Opportunity in Alternatives But they seek guidance on fit for 401(k) lineups Livonia, Mich., July 14, 2026—Alternative investments—historically the domain of high-net-worth and institutional investors—are quickly garnering…...
Demand for Centralized Wealth Planning Services Accelerates as Inherited Assets Grow in Complexity
1+ week, 6+ day ago (709+ words) lifehealth.com Demand for Centralized Wealth Planning Services Accelerates as Inherited Assets Grow in Complexity New findings from Cogent Syndicated reveal inheritors’ growing preference for integrated advice as average anticipated inheritances double to $1 million LIVONIA, Mich., April 28, 2026 (GLOBE NEWSWIRE) — A…...