Retirement Issues and Trends

The European Pensions and Property Asset Release Group (EPPARG) and EY published the Global Equity Release Roundtable 2023 survey report, which highlights that the global equity release market … more Report Analyses Global Market Potential for Equity Release Products

More than half (54%) of Americans say it’s their goal to live to 100, according to a new study from Corebridge Financial and The Longevity Project. What they’re … more Are You Planning to Live to 100?

Only 19% of women workers are “very” confident that they will be able to retire with a comfortable lifestyle, according to 23 Facts About Women’s Retirement Outlook, a … more 23 Facts That Illustrate Women’s Risky Retirement Outlook

One way to fix America’s retirement system is to provide better access to housing equity in retirement, according to a recent paper published by economists Ben Harris and … more Improving Access to Home Equity Can Help Fix America’s Retirement System

From 2019 to 2022, the National Retirement Risk Index dropped from 47 percent to 39 percent — the lowest level since the NRRI was created in 2004. Why … more National Risk Retirement Index Reaches New Low

A recent article in the Wall Street Journal noted that today’s 65-year-olds are wealthier and by many measures, healthier, and expected to live another 20 years. A growing … more America Never Had So Many 65-Year-Olds

The Administration for Community Living (ACL) published a final rule that makes the first substantive changes to Older Americans Act (OAA) programs and services in 36 years. What’s … more Final Rule Updates Older Americans Act Programs

U.S. households increased their total debt by $271 billion during Q4 2023 – roughly 19% more than the average for Q4 over the past 20 years. As a … more Yikes, Household Debt Spikes

The Retirement Security Project at The Brookings Institution convened an event last week that traced the evolution of retirement policy in recent decades and discussed the many ways … more Brookings Institution Examines Evolution of Retirement Policy

The Employee Benefits Research Institute estimates that couples with high Medicare prescription drug expenditures will need $413,000 to have a 90 percent chance of having enough money to … more New Forecast: Couples May Need $413K For Future Healthcare