As Americans are re-discovering ‘life before’ it’s obvious that many aspects are different from the way they were before 2020. A string of reports and anecdotes document changes in work, education, health, shopping and other behaviors.
Our client the Alliance for Lifetime Income (ALI) recently announced a new retirement planning tool. The Check off the Basics approach to protecting your income helps you think about retirement income planning relative to your expenses. The first step is to understand how much income you need to cover your essential monthly expenses, such as your […]
The majority of Americans are feeling retirement financial anxiety. According to a landmark survey of 3,119 U.S. adults that we conducted for the Alliance for Lifetime Income, eight in ten non-retired Americans (80%) express anxiety that their savings may not provide enough to live on in retirement. Additional findings include the following: Americans are approaching […]
The second chapter of the Ameriprise Modern Money study, in which we asked today’s investors how they navigate their financial lives, was recently published. The research revealed that being a millionaire may not equate to perceptions of wealth — in fact, only 13 percent of people who have one million dollars or more in […]
The intersection between Americans’ health and wealth is intuitive. Some companies are beginning to offer products, services and employee benefits to meet the needs that arise from this convergence. We believe there is opportunity to explore even more solutions that will help Americans become more at peace with their health and wealth, and to help companies grow and become more profitable at the same time.
In 1974, thanks to the Equal Credit Opportunity Act, women were given the right to open bank accounts and get mortgages and personal credit cards in their own names. Before that, single women were required to bring a man along to cosign any credit application, regardless of their income.
Today, less than 50 years later, women have more financial opportunities than they’ve had in the history of our country. But there are still gaps between women’s financial inclusion and security and that of men.
For many retirees spending their nest egg after years of focus on accumulation is a major transition. Artemis client Ameriprise released the results of their Making Money Last study, which details how retirees are handling their finances, earlier this week. Major findings include the following: Nearly seven in 10 respondents have not begun to withdraw their money, aside from […]
Intersections between and amongst industries can create opportunities. Our work gives us a window into several sectors, and we often find ourselves applying what we’ve learned from one industry to an entirely different industry. Here are three examples.
Many of our primary marketing research clients are leaders in financial services, healthcare, associations and other industry sectors. The Financial Services Industry Take a look at thought leadership studies sponsored by PNC, Eaton Vance and Ameriprise. Topics range from retirement planning and risk to family financial relationships, investment and economic outlook. Audiences include individual investors, […]
