A notable 38% of current U.S. pre-retirees younger than 54…say their goal is to retire by age 55, according to Hearts & Wallets, a research and benchmarking firm.
NEWREPORT: Wants & Pricing
Delivering on Customer Wants, Unpacking Pricing and Rating the Top Performer Firm
This report covers customer satisfaction ratings on all things important -- what they want from the financial firms and they do business with, their understanding of the fees they pay for products and services, and which Top Performer firms set the competitive bar. Specifically, we look at the top performing and most improved firms across five service dimensions and three pricing measurements, firm rankings on competence & creditability, reliability, tangibles, access & communication and understanding & empathy; which customer wants are most important now and what has changed from previous years; and investor understanding of how and what they pay, how a firm makes money and the impact on trust.
NEWREPORT: Retirement & Funding
Ideas for Enhancing Advice as Income Sources Evolve and Target Dates Move Younger
The past year has many investors rethinking their plans. This report explores changes in target retirement ages; aspirations and reality for income replacement rates and the importance of advice; anticipated sources of retirement income for those approaching retirement compared to actual sources for those already retired; and a profile of the "Aspire to Retire by 55" group.
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In the News
Despite the financial stresses of 2020, a Hearts & Wallets survey found that near-retirees are eyeing earlier retirements....
Nearly 40% of workers said last year that they plan to retire before age 65, according to a Hearts & Wallets survey....
Many advisory clients may have unrealistic expectations about when they can retire....
The desire to retire at an earlier age is making a comeback, as an increasing number of younger Americans want to retire before the age of 65, a new report finds....
401k participation rates during the pandemic show some surprising trends...