The Fear of Outliving Money: 51% of Americans Are Worried
Key Takeaways: More than half of Americans are concerned about their savings. The fear is stronger than the fear of death. Longevity and the rising cost have turned this anxiety into a planning reality. High-net-worth families are not as concerned as others. This is not because they lack assets, but poor income planning can quietly […]
The New Price of Comfort: Americans Say They Need $1.26 Million to Retire in 2025
TLDR: Americans are reported to say they now need $1.26 million for a comfortable retirement, to live longer, and maintain their lifestyle. Today, inflation has slowed, but many people still don’t save enough, underestimating the importance of starting early and saving regularly over time. Wealthy families use this number to help plan their finances, not […]
Social Security Reliance: The 87% Reality Check
Key Takeaways The 87% reflects reach, not readiness. Social Security helps retirees. This number rarely covers the full cost of a long-term recruitment. When you claim, it affects monthly pay, survivor protection, and long-term flexibility more than many expect. Firm retirement plans are based on testing and not trust. Families who plan for adjustments are […]