The Society of Actuaries Research Institute has published its latest Retirement Risk Survey complete report of findings, providing insights on Americans’ retirement concerns and preparedness in retirement.
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As lifespans continue to grow longer, Americans are increasingly feeling unprepared for the road ahead, according to the 2026 Mind, Body, and Wallet report from Guardian Life.
More investors will seek comprehensive financial planning
Advisors expect that 54% of clients will receive ongoing comprehensive planning advice by 2027, up from the current 48%, according to the latest Cerulli Edge—U.S. Advisor Edition.
Midlife planning for women: why it matters and how advisors should adapt
Advisors who recognize this and serve their female clients accordingly are better positioned to build meaningful, long-term relationships.
Tax anxiety is real, although few have a plan to address it
Although Americans are bracing for a higher tax burden in retirement, most are not doing proactive, year-round tax planning to mitigate their exposure.
Trump targets ‘retirement gap’ with new executive order
President Donald Trump on Thursday signed an executive order aimed at expanding access to retirement savings accounts for millions of workers who lack employer-sponsored plans.
Younger investors are engaged and advisors must adapt
Younger clients are moving away from accumulation-only thinking to a more balanced approach that includes protection and income planning.
Plugging the hidden budget leaks of retirement
What advisors should help clients rethink before and after age 65.
Attorneys at Seattle- based Hagens Berman represent a proposed class of thousands of retired police officers and firefighters in a class-action lawsuit filed against the state of Washington to halt allegedly unlawful transfer of $3.3 billion or more in retirement funds established for first responders. The lawsuit was filed April 30, 2026, in the U.S….
Financially support your adult children without risking your future
The key is learning how to strike the right balance between providing financial support and protecting long-term security.
A central New York tax preparer and insurance agent who admitted to operating a decades-long Ponzi scheme that defrauded nearly…
Returning home to live with their parents is becoming a defining feature of life for young adults, according to Thrivent’s fifth annual Boomerang Kids Survey.
As the largest intergenerational wealth transfer in history gets underway and baby boomers advance deeper into their retirement journey, a striking generational divide is emerging.
The gap between policy awareness and investor conversations
A concerning gap exists between widespread investor awareness of policy issues and meaningful planning conversations that address these risks, a recent survey revealed.
Younger investors turn to ‘finfluencers’
Young investors may seek out finfluencers because they feel more connected with them in terms of their background, age or life situation.
Using digital retirement modeling to strengthen client understanding
The complexity of retirement planning creates uncertainty for many. They may have significant savings but struggle to visualize what those assets actually mean for their future.
Americans growing worry about running out of money has increased significantly over the last five years, according to the 2026 Annual Retirement Study from the Allianz Center for the Future of Retirement.
While market volatility and inflation often dominate retirement planning discussions, new research from the LIMRA Retirement Income Institute finds that age‑related cognitive decline may pose an equally serious threat to retirement security.
Two lessons career changers wish they knew before starting the CFP journey
Changing careers has a way of making you feel like you’re starting from zero.
Americans less confident about retirement as worries grow
own from last year, 64% of Americans say they feel confident they have enough money to live comfortably throughout retirement, as financial strain, rising costs and growing concern about the future of Social Security and Medicare continue to weigh on workers and retirees alike, according to the 2026 Retirement Confidence Survey.
