retirement savings

Addressing Retirement Savings Concerns…Some Help Coming in 2025

The importance of building a satisfactory financial “nest egg” one’s life in retirement cannot be understated, especially when viewed in light of Social Security’s design to replace about 40% of most workers’ re-retirement earnings. With the median household retirement savings…

Expert’s Social Security Advice to Gen Zers: “You Have Time to Plan”

In a report posted on nbclosangeles.com, CNBC’s Cheyenne DeVon suggests that millennials and Gen Zers harbor concerns that Social Security faces oblivion and that “… 40% think they ‘won’t get a dime’ of Social Security benefits.” She points to repetitive…

Is there a “Retirement Crisis?” Well, it probably depends on who you ask.

A recent survey published by Prudential Financial suggests that well over hLF–58%, to be exact–appear convinced that the U.S. is in the midst of a crisis of some sort. But, is that really the case, or is it just that…

Retirement Savings Goal…A Moving Target

It wasn’t that long ago that the popular phrase went something like this, “I’ll need a million dollars to retire.” Well, that was then, this is now, and the mythical goal line for accumulated wealth is continuing to stretch. Now,…

Retirement Financial Preparedness…A Growing Concern

Calling it a “growing problem” with the potential for a “notable impact on the U.S. Economy,” The Financial Brand’s Craig Guillot analyzes a looming financial problem facing a large swath of Americans approaching the traditional retirement age of 65. Guillot’s…

Are you familiar with the 414(h)plan?

The most common type of employer-sponsored retirement plan is a 401(k); however, certain employees may have access to a 414(h) plan instead. A 414(h) plan, also called a pick-up plan, offers people who hold government jobs a tax-advantaged way to…

The “Retirement Savings” Dilemma Continues in Full Force

The reasons are varied, but the constant conclusion is that many lower-income Americans are facing evaporating opportunities for financial security in retirement. In fact, the U.S. Government Accountability Office (GAO) noted last month that “only 1 in 10 low-income workers…

The retirement gap

One question facing American workers is: How much do I need to save for retirement? According to the latest survey from Charles Schwab, the average amount participants said they would need to retire comfortably is $1.8 million. Compared to the…

Survey Points to Concerns Over Social Security’s Future

A survey conducted last month by Allianz Life Insurance Company of North America confirms what many are waking up to: Americans have a diminishing hope for Social Security’s role in their retirment financing plans. No real surprise there, since for…

Retirement Savings Plans–Automatic Enrollment Favored

Passage of the SECURE 2.0 Act of 2022 last December appears to have ushered in a new wave of interest in automatic enrollment in employer-sponsored retirement savings plans, according to the 10th annual American Century® Retirement Study. As noted in a…

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