Retirement Trends

These off-the-beaten-track burgs offer year-round activities and sightseeing opportunities as well as easy access to bigger cities.

More than half of older women living alone — 54% — are either poor according to federal poverty standards or with incomes too low to pay for essential expenses. For single men, the share is lower but still surprising — 45%.

Understanding what advisors think about success and how these views differ between men and women can help firms better align their recruitment, training and business models for increased growth.

"Across all plans, we find that 58% of defined-contribution plan assets are invested in off-the-shelf TDFs. Off-the-shelf TDFs are not customized but are offered with the same glide path to multiple plans."

Many companies - and their advisors - may be reconsidering their strategies after a few painful months in the equity markets.

New report finds that Gen Z is setting aside more earnings for retirement than any other generation.