baby boomers

Oldest boomers are now fully retired

By Warren S. Hersch | May 23, 2013

The number of the oldest boomers who are retired continues to rise, with 52 percent fully retired now, up from 45 percent in 2011 and 19 percent in both 2008 and 2007.

IUL: One solution for two big problems

By Brian Bulakites | May 14, 2013

Lacking both life insurance and adequate retirement funds, how should baby boomers prioritize? With indexed universal life, they don’t have to.

Boomers more financially satisfied than Gen X, Y

By Warren S. Hersch | May 9, 2013

The survey finds 68 percent of baby boomers are satisfied with their financial situation versus 51 percent of Gen Xers and 49 percent of Generation Y.

Retirement confidence declines among boomers

By Warren S. Hersch | April 8, 2013

Just 37 percent of boomers are “extremely” or “very” confident that they are preparing adequately for retirement, compared with 44 percent in 2011.

Baby boomers' underfunded retirement

By Michael K. Stanley | April 1, 2013

Although baby boomers feel they will need an average of $750,000 in order to live comfortably in retirement they have saved an average of $275,000.

Demand grows for business succession planning

By Michael S. Fischer | January 24, 2013

Most planning professionals expecting growth in next five years, survey says.

Survey flags more conservative investment orientation among boomers

By Warren S. Hersch | December 3, 2012

Eight in ten of those 55 and older say they are now more cautious in their approach to investing.

A retirement story – Mujahid Abdul-Rashid on his Day One

By Staff Writer | October 4, 2012

One retiring suit salesman provides insight on his hopes and fears as he embarks on retirement.

IRI Report: Annuity Owners Have Higher Retirement Confidence than Non-owners

By Warren S. Hersch | August 28, 2012

The report reveals that, among boomers who own an annuity, 53.4% are extremely or very confident they will have adequate income in retirement, compared with 31% who do not.

Boomers: Not One Size Fits All

By Warren Hunter | August 3, 2012

You can’t put Baby in a corner, and you can’t put baby boomers in one giant group. A look at the different needs and possible product solutions for various boomers.