by Greg Yodis | Jan 15, 2025 | Accumulation & Retirement Income, Greg Yodis, Wealth
Entering retirement can be a dream realized or a wake-up call for many Americans. While some struggle to build savings, those who prepare financially often find their post-work years meet or even exceed expectations. New data reveals that financially prepared retirees...
by Lucas Vandenberg | Jan 7, 2025 | Accumulation & Retirement Income, Lucas Vandenberg, Wealth
Takeaways Many Peak 65 seniors are anxious about economic conditions and their financial readiness for retirement. Financial professionals play a key role in bridging the education gap for seniors, increasing their confidence and guiding them toward effective income...
by Greg Yodis | Jan 7, 2025 | Accumulation & Retirement Income, Greg Yodis, Wealth
Takeaways Around 61% of Americans fear retirement more than death due to financial concerns and psychological factors. As financial professionals, understanding these fears is crucial for helping clients navigate this challenging life transition. Beyond financial...
by A&A Editorial Team | Oct 28, 2024 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
Recent studies show a compelling advantage for Americans engaging with financial professionals: the prospect of retiring two years earlier than peers who navigate financial planning solo. At the heart of this revelation lies a golden opportunity for financial...
by A&A Editorial Team | Oct 7, 2024 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
In the face of ongoing inflation and feared cuts to essential benefits, a significant number of retirees are finding their golden years less secure than anticipated. Recent surveys indicate a growing trend of retirees returning to the workforce, driven by the dual...
by Greg Yodis | Jul 1, 2024 | Accumulation & Retirement Income, Greg Yodis, Wealth
The retirement planning landscape is significantly transformed, influenced by demographic shifts, economic conditions, and evolving investor expectations. As baby boomers continue to enter retirement, the generations following them face a different reality — one where...
