boomers

Lincoln and LPL Financial visualize annuity sales together

By Michael Kevin Stanley | June 4, 2013

The Annuity Visualizer seeks to break down the retirement message and educate advisors on how to communicate the value of annuities in a digestible way.

Study observes less optimism among young Americans

By Warren S. Hersch | May 21, 2013

The most optimistic of the survey respondents (seeing the glass half full) Americans are those aged 67 and older (Matures), among which 79% are optimists. The least optimistic Americans are those aged 25-32 (Gen Y), where one in three (33%) is a pessimist.

Health tops reasons for early retirement

By Warren S. Hersch | May 6, 2013

Thirty-six percent of men cite personal health issues as a reason for retiring early versus 33 percent of women.

Boomer-plus clients talk about their finances

By Daniel Williams | March 1, 2013

Boomer and senior clients tell us whether they share their financial information with their children.

Fewer Canadians expect to retire by age 66

By Warren S. Hersch | February 20, 2013

Only about one-quarter of Canadians expect to retire at a traditional age, according to a new survey.

Younger generations more fond of online retirement calculators

By Warren S. Hersch | February 6, 2013

More than six in 10 retirement plan participants under age 40 say they find online retirement calculators most helpful, new research shows.

Household investable assets top $28 trillion

By Warren S. Hersch | January 4, 2013

A new report shows consumer households control almost three-quarters of investable assets, two-thirds of that invested via financial advisors.

How to make retirement income reappear

By Mark E. Caner | December 26, 2012

You can help an increasing number of retirees deal with their decreasing number of dollars. And you don’t have to be a magician to do it.

IRI report: confidence in meeting long-term care costs declines with age

By Warren S. Hersch | November 29, 2012

When asked whether they will have enough money to pay for long-term care costs, just 24 percent of boomers say so versus 28 percent of Gen-Xers.

Nearly half of boomers failing to maximize Social Security benefits

By Warren S. Hersch | October 31, 2012

The report reveals that 48 percent of boomers are currently collecting or planning to collect Social Security benefits before full retirement age. Yet, 91 percent understand that waiting to take benefits increases the monthly amount they’re eligible to receive.