Our client, the Alliance for Lifetime Income (ALI), recently announced a new retirement planning tool. The M.U.G. approach to protecting your income helps you think about retirement income planning relative to your expenses. M.U.G. stands for Mortgage, Utilities, Groceries. It is meant to represent the various essential monthly expenses people often need to cover in […]
In our recent study for client Global Atlantic, we asked investors how they expect the election cycle to impact their retirement plans. Key findings include the following: A third (33%) of investors expect “very substantial” stock market volatility during the 2020 presidential campaign. Even amid the continued stock market rally, nearly half of respondents either […]
In our recent study for client CWT, respondents said that homelife deterioration and putting pressure on colleagues are the two biggest pain points of business travel. Detailed findings include the following: Of all business travelers, 22% believe their business travel commitments erode the quality of their relationships and homelife. On the professional side, 22% feel […]
In our recent study for client the Alliance for Lifetime Income (ALI), we found that women are more concerned than men about outliving their money. In fact, women lag men in several key indicators of retirement preparedness, including the following: Women are less likely to have a general financial plan for retirement than men (39% […]
In our recent study for client CWT, respondents said that the positives significantly outweigh the negatives, both at work (92%) and at home (82%), when traveling for business. Detailed findings include the following: Travelers from the Americas are the most enthusiastic about the positives of business travel, followed by travelers from Asia Pacific and Europe. […]
The fall 2019 results of our semiannual study for client PNC, in which we ask small and mid-size business owners and executives about their business and economic outlook, were recently published. The study revealed that, despite pricing pressures and tariff concerns, measures of business owner optimism are approaching the record-setting highs measured in spring 2018. […]
