Our clients at Ameriprise recently released the results of a study we conducted with them about how millionaires built their savings. The headline finding: Investors with $1 million or more say “financial planning and investing” is the No. 1 action that helped them build wealth, followed by “making a good income” and “living within my […]
We worked with our partners at the Alliance for Lifetime Income and CANNEX on the most recently released installment of the Protected Retirement Income and Planning [PRIP] Study, a joint research effort focused on both investors and financial professionals, designed to better understand and forecast retirement income trends. This is the third chapter of a […]
We worked with our partners at the Alliance for Lifetime Income and CANNEX on the most recently released installment of the Protected Retirement Income and Planning [PRIP] Study, a joint research effort focused on both investors and financial professionals, designed to better understand and forecast retirement income trends. This is the first wave of a […]
Retirement-age investors are attuned to low interest rates and inflation, and are open to professional financial help to navigate these economic conditions, according to our recent study for Global Atlantic.
As Americans are re-discovering ‘life before’ it’s obvious that many aspects are different from the way they were before 2020. A string of reports and anecdotes document changes in work, education, health, shopping and other behaviors.
Our client the Alliance for Lifetime Income (ALI) recently announced a new retirement planning tool. The Check off the Basics approach to protecting your income helps you think about retirement income planning relative to your expenses. The first step is to understand how much income you need to cover your essential monthly expenses, such as your […]
The majority of Americans are feeling retirement financial anxiety. According to a landmark survey of 3,119 U.S. adults that we conducted for the Alliance for Lifetime Income, eight in ten non-retired Americans (80%) express anxiety that their savings may not provide enough to live on in retirement. Additional findings include the following: Americans are approaching […]
The second chapter of the Ameriprise Modern Money study, in which we asked today’s investors how they navigate their financial lives, was recently published. The research revealed that being a millionaire may not equate to perceptions of wealth — in fact, only 13 percent of people who have one million dollars or more in […]
The intersection between Americans’ health and wealth is intuitive. Some companies are beginning to offer products, services and employee benefits to meet the needs that arise from this convergence. We believe there is opportunity to explore even more solutions that will help Americans become more at peace with their health and wealth, and to help companies grow and become more profitable at the same time.
