Articles

For many people, the first years of retirement are the hardest, filled with challenges when it comes to bridging the gaps financially and psychologically. Steve and Karen Kreider Yoder have been giving readers a front-row seat to their experience in “Retirement Rookies,” a monthly column they write for The Wall…

For many people, the first years of retirement are the hardest, filled with challenges when it comes to bridging the gaps financially and psychologically. Steve and Karen Kreider Yoder have been giving readers a front-row seat to their experience in “Retirement Rookies,” a monthly column they write for The Wall…

Here you’ll find some key research from the last two years including research from the Alliance

THE STATE OF WOMEN 2022 In partnership with HerMoney, a digital media company, founded by personal finance expert Jean Chatzky, focused on improving the relationships women have with money, the Alliance released The State of Women 2022 study, that focuses on female financial independence. After years of making progress on…

The 2021 and 2022 PRIP studies examined how Americans aged 45–75 and financial professionals approach retirement planning, revealing a consistent disconnect between investor interest in annuities and advisor engagement. Across both years, findings highlight growing demand for protected income solutions amid economic uncertainty and underscore the need for better communication…

Here you’ll find some key research from the 2023 Protected Retirement Income and Planning (PRIP) annual study

For many people, the first years of retirement are the hardest, filled with challenges when it comes to bridging the gaps financially and psychologically. Steve and Karen Kreider Yoder have been giving readers a front-row seat to their experience in “Retirement Rookies,” a monthly column they write for The Wall…

Here you’ll find some key research from the 2024 Protected Retirement Income and Planning (PRIP) annual study