Mathew Greenwald & Associates

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.

Top 5 retirement issues

By Advisor One Editorial Staff | March 13, 2013

Top players throughout the retirement industry give their take on the biggest issues in retirement planning

Society of Actuaries examines middle market

By Michael K. Stanley | January 18, 2013

Life insurance ownership in general is at an all-time low, and among the highly underserved and underinsured middle market, it is even lower.

New York Life report: few Americans willing to forgo quality time for a pay raise

By Warren S. Hersch | November 29, 2012

Though seven in 10 Americans say they would be happier with more money, few are willing to trade off time with family and loved ones, even for a pay raise.

SOA Study: Nearly Half of Retirees, Pre-retirees Underestimate Life Expectancy

By Warren S. Hersch | August 3, 2012

Approximately four in 10 respondents (43% of retirees and 38% of pre-retirees) underestimate average life expectancy by five years or more, the report reveals.

Survey Finds Investors Trust Financial Advisor More than Primary Doctor or Accountant

By Warren S. Hersch | June 6, 2012

A new survey finds that investors trust their financial advisors more than their primary doctor or accountant.

Researchers Chart Caregiving Gender Gap

By Allison Bell | June 4, 2012

Women may be a little less confident than men about how disability would affect their homes.

Health Accounts Continue to Grow in Numbers, Assets (Society for Human Resource Management)

By Staff Writer | January 31, 2012

Account-based health plans in the U.S. continued to grow in 2011, increasing to $12.4 billion in assets among 8.4 million accounts, according to EBRI data.