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March 24, 2017
In This Issue
Retiring Later Not a Reliable Retirement Strategy
Addressing Debt Key to Financial Wellness for African Americans, Latinos
A Written Plan Helps With Retirement Confidence
Retirement Confidence Doesn’t Match Planning
Americans Cite Several Reasons for Not Saving More for Retirement
Financial Wellness Improves With Repeat Usage of Programs
Medical Expenses and Debt Among Retirement Concerns
Retiring Later Not a Reliable Retirement Strategy:
As in prior years, there is a big gap between when active workers expect to retire and when retirees say they actually did, according to the 2017 Retirement Confidence Survey (RCS) from the Employee Benefit Research Institute (EBRI). Luke Vandermillen, vice president of retirement and income solutions at Principal, suggests ways to prepare in case plans to retire later do not pan out. Read more »
Addressing Debt Key to Financial Wellness for African Americans, Latinos:
While planning for retirement was the overall top concern for employees in 2016, Financial Finesse found the top concern for African Americans and Latinos was getting out of debt. Read more »
A Written Plan Helps With Retirement Confidence:
Seventy-eight percent of investors think they will have enough money to maintain the lifestyle they want in retirement, up from 69% in 2014, according to the Wells Fargo/Gallop Investor and Retirement Optimism Index. A big factor that helps people attain this confidence is having a written plan, the Index finds. Read more »
Retirement Confidence Doesn’t Match Planning:
Just four in 10 workers report they and/or their spouse have ever tried to calculate how much money they will need to have saved to live comfortably in retirement, and fewer have taken other steps to prepare. Read more »
Americans Cite Several Reasons for Not Saving More for Retirement:
The top reason Americans aren't saving more money, reported by nearly two-in-five, was having a lot of expenses, a survey found. Read more »
Financial Wellness Improves With Repeat Usage of Programs:
Financial wellness improved for the average American employee in 2016, aided by an increase in the percentage of repeat usage of workplace financial wellness programs, according to Financial Finesse’s 2016 Year in Review report. Read more »
Medical Expenses and Debt Among Retirement Concerns:
In addition, few workers are confident Social Security and Medicare will provide the same level of benefits to them in retirement as they do for today’s retirees. Read more »

EDITORIAL Rebecca Moore | rebecca.moore@strategic-i.com

ADVERTISING Paul Zampitella | paul.zampitella@strategic-i.com

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