Retirement Issues and Trends

Baby boomers nearing retirement age don’t want to kick up their feet and relax through their sunset years. Instead, most of them want to continue working, but just … more Boomers Favor Semi-Retirement with a Flexible Work Schedule

American workers’ confidence in their personal financial situation is at its highest level since 2018, according to John Hancock Retirement’s 8th annual Stress, Finances and Well-Being report. As … more Employee Confidence With Finances Hits Four-Year High

The news isn’t all bad when it comes to retirement preparation. According to a new national poll conducted by Kiplinger, in partnership with money management firm Personal Capital, … more Kiplinger: 84% of Savers Say They’re On Track to Retire Comfortably

A new Issue Brief published by the Boston College Center for Retirement Research finds that the share of workers aged 55 and over who left the workforce changed … more How Has COVID-19 Affected Older Workers’ Labor Force Participation?

A new report from the Transamerica Center for Retirement Studies® finds that, on average, 24 percent of U.S. workers are “very” confident that they will fully retire with … more Transamerica: Retirement Outlook Varies Widely By Demographics

Reverse mortgages can provide an essential risk mitigation tool for millions of retirees—dramatically reducing exposure to longevity and market risks while also growing their investment portfolios, according to … more Journal of Financial Planning Highlights Importance of Reverse Mortgages

More than half of working women (51 percent) indicate their financial situation has been negatively impacted by the pandemic, according to a study released by the Transamerica Center … more Transamerica: COVID-19 Undermined Women’s Retirement Security

A new report from the Urban Institute finds that older homeowners are carrying substantially more debt than they have over the past 20 years that has resulted in … more Urban Institute: Reverse Mortgages Can Help In Rising Rate Environment

In the second of a three-part series, a new Issue Brief published by the Center for Retirement Research at Boston College concluded that about one-third of retirees do … more Study: One-Third of Retirees Can’t Afford LTC

The United States slipped one spot to No. 17 among developed nations in the 2021 Global Retirement Index (GRI) released last week by Natixis Investment Managers (Natixis IM). … more U.S. Drops in Global Retirement Rankings