Retirement Issues and Trends

Researchers at the Center for Retirement Research at Boston College concluded that out-of-pocket (OOP) healthcare costs erode roughly 25% of an average retiree’s Social Security spending power. The … more Study: Healthcare Costs Reduce Social Security Benefits By 25%

More than two-thirds (70%) of American retirees wished they had saved more and planned earlier for retirement, according to the 2022 Retiree Reflections Survey, published recently by the … more Survey: 70% of Retirees Have This Regret

A recent survey of 1,000 Americans conducted by ConsumerAffairs found that the average amount saved for retirement across all age groups was $167,944, while Baby Boomers had the … more Average US Retirement Savings Is $168K, Survey Says

A new survey from AARP finds that just over half of Americans in their 70s (51%) and 80s (52%) rate their financial situation today as excellent or very good. When … more AARP: Over Half of Older Americans Happy With Finances

In a recent opinion piece, the editor’s at Bloomberg expressed strong opinions about the shortcomings of America’s retirement system and what Congress needs to do fix these problems. … more Piecemeal Reform Won’t Solve the U.S. Retirement Crisis

While the strategic use of home equity can provide financial relief for retirees, a new study co-authored by Ohio State University researcher Stephanie Moulton finds that it is also … more Using Home Equity Improves Retiree Health

In celebration of International Women’s Day (March 8) and Women’s History Month, the Transamerica Center for Retirement Research developed a new resource, the “Five Fundamentals for Retirement Readiness,” … more Five Fundamentals for Women’s Retirement Readiness

At any given time, a large pool of people ages 55-70 – over 15 million today – indicate they are retired. With the U.S. economy currently facing a … more Will Unretirement Help Solve the Labor Shortage?

Morningstar, Inc., a leading provider of investment research and financial services, launched the Morningstar Center for Retirement and Policy Studies this week and published an inaugural report, titled “Retirement … more Morningstar: Retirement Plans Lost $4.61 Trillion Over Past Decade

A new federal report says that 3.5 million Americans age 65 and older struggled to afford their needed prescription drugs in 2019 and that Medicare beneficiaries of color … more Federal Study: Millions of Older Americans Can’t Afford Their Prescriptions