Tag: Education
Investors Prefer Guarantees Over Growth
Eighty-one percent would prefer a product with a guaranteed 4% return.
Student Loans Wreck Retirement Savings
Student loans, when prioritized over retirement savings, can rob retirement investors of huge sums by age 65, a LIMRA study finds.
Less Than Six in Ten U.S. Adults Considered Financially Literate
Among U.S. adults who are saving for old age, two-thirds are financially literate.
Millennials' Savings Compete With Vacations and Dinners
Dinners out and student loan debt are just two of the factors squeezing Millennial’s ability to save.
American Confidence Takes a Dip This Year
American investors wish they were doing a better job, and on top of their financial wish list is building up an emergency fund.
A Mars-Venus Look at How Women and Men Invest
Men are likelier to kick back and relax about saving and investing, where women exhibit higher levels of anxiety.
Head-in-the-Sand Gen Xers Need Retirement Planning TLC
Gen Xers pinballing between unrealistic retirement expectations and paralyzing uncertainty need an adviser who is understanding and empathetic.
Retirement-Challenged Millennials Need Education
Millennials admit to a retirement-planning strategy of blind guesswork.
Financial Engines to Acquire Brick-and-Mortar Advisory
Not convinced that robo-advisers are shaking up the defined contribution retirement plan advisory space? This week’s news that digital-advice darling Financial Engines will acquire a firmly established traditional...
Genworth Unveils Long-Term Care Adviser Resource
Long-term care insurance provider Genworth has launched a new online resource to help financial professionals educate and guide clients in this challenging area.
GuideSpark Launches Financial Wellness Product
The product delivers personalized, interactive content to employees.
Retirement Preparedness Needle Not Moving
Financial Finesse offers suggestions for improving employees’ retirement preparedness and making sure Millennials do not end up in the same situation many Baby Boomers are in now.
Short-Term Financial Goals Derail Retirement
Sixty percent of Americans are saving less than 7.5% of annual salary.
Numerous Factors Drag Down Americans' Retirement Goals
As Americans face a retirement income shortfall, it’s critical to understand how savings translate to income.
Wealth Advisory Clients Want Wider Focus
Spectrem study examines the role and scope of the relationship between wealthy investors and their financial advisers, finding most well-off clients want deeply considerate and personal service.
Health Care Costs Impact Retirement Savings
Those with the highest financial stress levels worry most about health insurance.
Retirement, Health Care are Americans’ Biggest Financial Fears
Affording their rent or mortgage comes up third.
Lincoln Introduces Retirement Education Program
The company launched the “Let’s Go!” program corresponding with National Save for Retirement Week.
