The results of a new study published by the Center for Retirement Research at Boston College suggest that the prevalence of unexpected expenses is becoming more widespread among retirees. Why more… Unexpected Expenses Can Have Major Impact on Older Households
Since 2005, J.P. Morgan Asset Management has published “Retirement by the Numbers” to analyze how its customers save, invest and spend throughout their working lives and retirement. “Our latest “Retirement more… JP Morgan Publishes 20th Annual Retirement By the Numbers
A new study released by the Nationwide Retirement Institute reveals that for many Gen Xers retirement has arrived faster than expected. The big picture: Despite being close to their retirement years, more… Nationwide: Gen X Underestimated Retirement
Manulife John Hancock Retirement published its Financial Resilience and Longevity Report that offers insights into retirement preparedness to help individuals across generations approach their retirement years with confidence. By the more… Research Offers Solutions for Dealing with Retirement Longevity
The Transamerica Center for Retirement Studies published a report that examines the health and well-being, retirement preparedness and other life priorities of the American middle-class. By the numbers: Responses were broken more… Middle-Class Retirement Preparations, Prospects and Perils
With many older Americans struggling to keep up with rising prices, the 2.8 percent cost-of-living-adjustment recently announced by the Social Security Administration is reigniting a debate over how more… Debate Emerges Over How Social Security COLA Is Calculated
AI and new technologies have made scams so sophisticated that anyone—at any age—can fall victim. That’s according to Matthew Sommer, head of the specialist consulting group at Janus more… Protect Yourself From Being Scammed
The MIT AgeLab, in collaboration with John Hancock, released the Longevity Preparedness Index (LPI), a first-of-its-kind multidomain national measure that redefines what it means to be ready for life more… New Index Measures Longevity Preparedness
While reverse mortgages can provide relief to the right retirees, they also come with rules, costs and long-term tradeoffs that can catch borrowers off guard if they don’t more… Tips for Taking Out a Reverse Mortgage
According to the fifth annual Protected Retirement Survey from the Nationwide Retirement Institute, 79 percent of workers self-report a positive outlook on their retirement savings – a 14-point increase over more… Retirement Confidence High Among US Employees
Big changes are coming to Social Security in the year ahead, according to Kiplinger’s, impacting everything from the size of benefit checks to the full retirement age. Here more… Six Changes Coming to Social Security in 2026
On the latest episode of the Decoding Retirement podcast, host Robert “Bob” Powell speaks with Debra Whitman, AARP’s chief public policy officer and author of “The Second Fifty,” more… AARP’s Deb Whitman Shares Insights in Healthy Aging
According to the Wall Street Journal, more than 16 million people aged 65 and older in the U.S. live alone. That represents 28 percent of that age group, more… More Older Americans Are Aging Alone. Who Will Take Care of Them?
Key findings from a new study by GOBankingRates indicate the average retirement savings balance is $315,000 or more in all 50 states. To determine how ready the average more… Retirement Readiness in All 50 States
Whether it’s supplementing retirement income, accessing home equity or staying in your home longer, a reverse mortgage offers a potential financial solution that can help provide the necessary more… Three Types of Seniors Who Could Benefit From a Reverse Mortgage
While the stock market is doing well and there are encouraging signs that the economy is rebounding, inflation just rose for the second consecutive month, keeping everyday expenses more… Reverse Mortgage Do’s and Don’ts
August is “Write a Will” Month: Why a Will Is Especially Important for Reverse Mortgage BorrowersAs August nears, it’s the perfect time to reflect on something essential yet more… August is “Write a Will” Month
In the latest episode of the Decoding Retirement podcast, host Robert Powell interviews certified retirement management advisor Marcia Mantell about the key findings from the recently published Social more… Analyzing the Future of Social Security and Medicare