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Americans Pessimistic About Retirement Plans Due to Pandemic, Alliance for Lifetime Income

70% of older working Americans say pandemic has made them more pessimistic about their retirement plans; Only a third (33%) are very confident they will have the income they need to cover all their expenses in retirement

Our client the Alliance for Lifetime Income (ALI) recently published results from a nationwide survey focused on issues facing Americans approaching or in retirement. Because of the timing of this survey, conducted from June 18 to 22, many of these issues were specifically related to the COVID-19 pandemic. Overall, we found that COVID-19 and the […]

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Overcoming Financial Setbacks, Ameriprise Financial

Financial setbacks: top five

Our client Ameriprise Financial recently published results from a nationwide survey we conducted of Americans ages 30–70 with $100,000 or more in investable assets. This survey focused on major financial setbacks and how investors have dealt with them. Major findings include the following: Most investors (73%) have experienced at least one major financial setback of […]

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Americans Looking to Reduce Retirement Risk, Alliance for Lifetime Income

Three out of four Americans are worried about the COVID-19 pandemic's impact on retirement investments. Many are hoping to reduce retirement risk.

Our client the Alliance for Lifetime Income (ALI) recently published results from a nationwide survey focused on issues facing Americans approaching or in retirement. (This online survey was conducted April 13 to 20, 2020, among 1,231 adults ages 56 to 75 who are employed or retired, all with a minimum of $100,00 in assets.) The […]

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COVID-19 and Philanthropy, Fidelity Charitable

COVID-19 impact on financial support for nonprofits

Our client Fidelity Charitable recently published results from a survey of philanthropic individuals to see how they’re thinking about philanthropy in response to the COVID-19 pandemic and how the situation could affect their giving and volunteering behaviors. Key takeaways include the following: Most donors plan to maintain—or even increase—the amount they donate to charity this […]

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Cover Your Basic Expenses with an Annuity, Alliance for Lifetime Income

Check off the Basics using this guide to manage your monthly expenses in retirement

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 […]

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