In Practice

Those who have received an inheritance have more positive feelings about retirement.

Outside of Social Security benefits, Americans are looking to 401(k)s and IRAs to fund most of their retirement.

Despite retirement industry suggestions that Americans should draw down less income in retirement, a paper suggests older Americans are not spending enough to live their retirement dreams.

The latest survey from Gallup finds that most U.S. employees prefer to work post-retirement, rather than needing to. 

The most popular practice management programs this past year dealt with Social Security and managing portfolios in light of uncertainty in the markets.

Of this group, 58% obtain professional financial advice.

Fifty-six percent say their primary retirement savings goal is to not outlive savings.

Research of its clients by Fidelity finds that increased savings rates and positive stock market performance resulted in a record average 401(k) balance for Q1 2017.

There were 44 transactions in the first quarter, up 29% from 34 in the first quarter of 2016.

As the supply of savings rises relative to demand, the “market-clearing return” on savings declines.

A new study finds that Millennials are reacting to market volatility with unwise investments and they’re less likely to seek advice.

Retirement savings accounts and Social Security are the top two sources of income that today's non-retirees expect to rely on the most.

Among those ages 14 to 21 surveyed, some are already saving for retirement, and many plan to not go into debt for college.

Making student loan and credit card payments are the priority for the majority of Americans surveyed.

Debt, caregiving and "boomerang" children can take a financial toll on people's lives, as well as a physical toll.

A new study finds that most Americans can’t pass a quiz on making their nest eggs last through retirement, and many lack knowledge of basic retirement planning concepts.

New Cerulli Associates research identifies “pain points” at the root of advisers’ decisions to change firms—and what leadership can do to address staff concerns before losing key advisers. 

At 54%, this confidence about retirement is the highest in a decade.

Nearly three-fourths of employers think HSAs should be open to all employees, not just those enrolled in a high-deductible health plan.

Forty-three percent of pre-retirees who work with an adviser feel well prepared for retirement, compared to 21% who have no adviser.