Financial planning

Seventy-two percent of those polled recently by T. Rowe Price say that saving for retirement is their top financial goal, but are our mouths and our money in the same place?

Those buying homes as an investment now represent 18% of sales as many are disappointed with bank savings and wary of the stock market.

Football season has reached its halfway point, but Legg Mason has a savings plan ready to kickoff financial security.

In the past year, almost 30% of baby boomers stopped contributing to a retirement plan, according to new data, and 22% have no retirement savings at all.

New Limra survey indicates that more than a quarter of workers 55 or older aren’t saving anything at all for retirement.

TIAA-CREF data show a dearth of plan participants who feel they are getting adequate, sound financial advice; even fewer regularly act on it.

River City Bank takes top honors in the 2012 EBN-EBA Financial Fitness Challenge, in which participating employees from over a dozen organizations logged 10,000 hours of financial education.

Long-term care and outliving their money are major concerns for today’s seniors, according to a recent survey, but PPACA and the upcoming election has particularly elevated their concern over the primary source of their health care coverage.

Boosted premiums revenue and reducing costs have allowed two of the three largest U.S. health insurers to beat analysts’ expectations for 2012 profits.

Inflation and taxation are the biggest concerns for baby boomers who see retirement drifting from 65 to 75, a new analysis shows.

Sales of variable annuities are near their pre-market crash levels, but they aren’t well understood by investors, and one analyst says their guaranteed income stream can get undersold to participants.

Insiders say Sun Life wants to focus more on group and voluntary benefits and one investment firm or another could pay more than $1 billion for an annuities business to access a stable pool of funds for their investment-management operations.

Sales of variable annuities are near their pre-market crash levels, but they aren’t well understood by investors, and one analyst says their guaranteed income stream can get undersold to participants.

In new Pew Research data, noticeably more adults lack confidence about their retirement savings compared to just a few years ago, and those aged 36 to 40 are the most concerned.

MassMutual has webisodes and a seminar lined up for next week for plan sponsors who want to take advantage of the chance to stimulate active participation.

The U.S. Supreme Court won’t be hearing lawsuits that said Citigroup and McGraw-Hill breached their duties as plan sponsors.

Recent data indicates that 401(k)s and other DC plans account for more than 60% of families’ total financial assets.

Fidelity Investments reports that, where previously stock assets were targeted for paying bills and debt, more and more stock participants plan to use that eventual revenue for retirement.

Better retirement plan education combines both online features and in-person meetings, say experts.

Officials from Principal Financial’s best companies for employee fiscal wellness describe how they structure their retirement plans.