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 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 | Sep 30, 2024 | Asset Management/Advisory, Greg Yodis, Wealth
A recent study from Allianz Life reveals a notable shift in Americans’ financial attitudes: fewer people are worried about investing and an imminent recession. However, more than half (54%) of those surveyed said they would prefer to meet with their trusted...
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...
by Greg Yodis | Jun 17, 2024 | Accumulation & Retirement Income, Greg Yodis, Wealth
Clients dream bigger than ever about retirement, but the gap between their aspirations and reality is widening. A recent 2024 Northwestern Mutual Planning & Progress Study found Americans now aim for a record-breaking $1.46 million in retirement savings, yet the...
by Greg Yodis | Feb 12, 2024 | Greg Yodis, Life, Whole Life
While life insurance is commonly associated with providing financial protection for loved ones to cover final expenses, it can also serve as a valuable and versatile tool in estate planning. By understanding the various ways life insurance can be employed in estate...
