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Vanguard Releases 25th Annual ‘How America Saves’ Report

by Darryl Hicks | June 18, 2026

The “How America Saves” report examines the retirement-saving behaviors of nearly five million Vanguard participants. What they’re saying: “More than 25 years of data and insights make it clear—strong default more… Vanguard Releases 25th Annual ‘How America Saves’ Report

Fidelity Releases 2026 State of Retirement Planning

by Darryl Hicks | June 12, 2026

The 2026 State of Retirement Planning study, which Fidelity has been conducted since 2019, examines how people are viewing and planning for retirement. This year, the study focuses on more… Fidelity Releases 2026 State of Retirement Planning

Longevity Economy Outlook: Economic Impact of Age 50+ Americans

by Darryl Hicks | June 4, 2026

Americans aged 50 and older generate enough economic activity annually to rank as the world’s third-largest economy, behind only the U.S. and China, according to a new AARP more… Longevity Economy Outlook: Economic Impact of Age 50+ Americans

State-Run IRAs Hit Record Savings and Worker Participation Levels

by Darryl Hicks | May 15, 2026

YahooFinance reported this week that state-sponsored Individual Retirement Accounts (IRAs) reached a significant milestone as more than one million workers across 15 states have now saved $3 billion more… State-Run IRAs Hit Record Savings and Worker Participation Levels

Society of Actuaries Publishes Retirement Risk Survey Findings

by Darryl Hicks | May 7, 2026

The Society of Actuaries biennial Retirement Risk Survey shows Americans are facing growing challenges when it comes to retirement security, with inflation, caregiving responsibilities and unexpected financial shocks more… Society of Actuaries Publishes Retirement Risk Survey Findings

Americans’ Confidence Worsens Over Inflation Fears and Future of Retirement Programs

by Darryl Hicks | April 23, 2026

Fewer workers and retirees are confident they have enough money to live comfortably in retirement, according to the 36th Annual Retirement Confidence Survey published by the Employee Benefit Research Institute more… Americans’ Confidence Worsens Over Inflation Fears and Future of Retirement Programs

Baby Boomers Remain Largest Share of Home Buyers

by Darryl Hicks | April 16, 2026

Baby Boomers remained the largest generational group of home buyers this year, while the share of first-time buyers fell to the lowest level on record, according to the 2026 more… Baby Boomers Remain Largest Share of Home Buyers

Americans Expect to Delay Retirement By Four Years As Cost of Living Rises, Study Finds

by Darryl Hicks | April 9, 2026

A new survey of American workers from Economist Enterprise and Nuveen finds that economic uncertainty is driving a significant shift in retirement expectations, with many individuals delaying retirement, holding onto more… Americans Expect to Delay Retirement By Four Years As Cost of Living Rises, Study Finds

‘Magic Number’ for a Comfortable Retirement Just Got Bigger

by Darryl Hicks | April 2, 2026

Northwestern Mutual released new survey findings showing that Americans’ “magic number” for a comfortable retirement rose to $1.46 million in 2026—an increase of $200,000 from last year and consistent with more… ‘Magic Number’ for a Comfortable Retirement Just Got Bigger

Why Are Retirees Underspending?

by Darryl Hicks | March 27, 2026

A new report published by Morningstar examines how retirees decide how much money to withdraw from their retirement savings accounts (such as 401(k)s, IRAs, and other defined-contribution plans). As pensions more… Why Are Retirees Underspending?

One-Third of Americans Cut Back to Cover Healthcare Expenses

by Darryl Hicks | March 13, 2026

In a new West Health-Gallup poll of nearly 20,000 U.S. adults, roughly one-third of respondents — the equivalent of more than 82 million Americans — said they have more… One-Third of Americans Cut Back to Cover Healthcare Expenses

The Amount of Money You May Need for Future Healthcare Could Be Substantial

by Darryl Hicks | March 6, 2026

The Employee Benefit Research Institute published a report that estimates some couples could need as much as $469,000 in savings to cover their health care costs in retirement. This represents more… The Amount of Money You May Need for Future Healthcare Could Be Substantial

Retirement in America: Report Analyses Preparedness of Working-Age Americans

by Darryl Hicks | February 13, 2026

Using Census Bureau data, a new report from the National Institute on Retirement Security (NIRS) finds that homeowners aged 65 and over have accumulated on average $210,493 in retirement savings more… Retirement in America: Report Analyses Preparedness of Working-Age Americans

CFPB Settlement Checks Sent to HECM Borrowers

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by Darryl Hicks | February 6, 2026

Reverse mortgage borrowers whose loans were previously serviced by HUD’s servicing subcontractor NOVAD Management Consulting, LLC may receive a reimbursement check in the mail resulting from a lawsuit more… CFPB Settlement Checks Sent to HECM Borrowers

Best Places to Retire in 2026

by Darryl Hicks | January 30, 2026

Want to know where America’s aging population may be moving to next? According to WalletHub’s analysis, the best places to retire in 2026 are: The bottom line: These states are more… Best Places to Retire in 2026

The Retirement Crisis No One Warns You About: Mattering

by Darryl Hicks | January 29, 2026

Although people plan for their financial security and physical well-being during retirement few prepare for an equally essential dimension of retirement: our mattering span, or how we will more… The Retirement Crisis No One Warns You About: Mattering

Senior Home Equity Surges to Record $14.66 Trillion in Q3 2025

by Darryl Hicks | January 23, 2026

Housing wealth among homeowners aged 62 and older reached a new all-time high in the third quarter of 2025, climbing 1.9 percent to a record $14.66 trillion, according more… Senior Home Equity Surges to Record $14.66 Trillion in Q3 2025

Senior Couple Conned Out of $1.3 Million Share Their Story

by Darryl Hicks | January 13, 2026

In an interview published by Business Insider, Larry and Barbara Cook thought they were doing the right thing by “helping” the Federal Trade Commission. They converted their $1.3 more… Senior Couple Conned Out of $1.3 Million Share Their Story

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