We conducted the sixth annual Protected Retirement Income and Planning [PRIP] Study with our partners at the Alliance for Lifetime Income (ALI) this year. The second chapter of the 2024 results were just released. The gender divide is real and has a significant role in the retirement crisis. These stats in particular are alarming: PRIP […]
We conducted the sixth annual Protected Retirement Income and Planning [PRIP] Study with our partners at the Alliance for Lifetime Income (ALI), and the first chapter of the 2024 results were just released. They show stunning changes to the retirement landscape. Half of Americans ages 61 to 65 have already retired and started claiming Social […]
We asked about the state of Americans’ mental health and found that one-third faced mental or emotional health challenges in the past year.
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 […]
