Retirement income

Workers are advised to contribute enough to their workplace plans to get the match even while paying off their college debt.

Compared with college-educated professionals, high school educated workers retire earlier because their jobs are physically demanding and less appealing for aging workers.

The wealth in retirement accounts could shrink by that much due to annual defaults on 401(k) loans. The projected loss is about 2.7% of the $7.8 trillion in retirement accounts.

Seniors will have to pay income taxes on a certain portion of their benefits if their taxable income plus 50% of the benefits exceed a certain threshold.

For potential landlords, owning rental property can sometimes be managed from a laptop or even a phone.

Employees who want to stretch their dollars the furthest during their post-work years may want to consider relocating to these places.

Premiums appear to be stabilizing finally and even dropping in some states.

Today, people are factoring finances in their decision to become parents — or not. Benefit teams can help ease the minds of employees who want to take on the responsibility of raising children.

Nearly two in three workers are tapping their health savings accounts to pay for healthcare expenses with only a modest 8% saving for the future.

The "Rule of 100" follows the rule-of-thumb of growing more conservative as investors grow older, but it also may be obsolete since it was developed when interest rates were higher.

With rising costs of college tuition and rent, young adults rely on their parents more than ever for financial support. Benefit teams can help cut dependency by providing access to financial planners.

While 75% of rich older Americans are worried about healthcare costs in retirement, very few of them are actually planning on how to cover these expenses.

With rising costs of college tuition and rent, young adults rely on their parents more than ever for financial support. Benefit teams can help cut dependency by providing access to financial planners.

Trying to time the market is a “fool’s game,” but preparing for a possible downturn as retirement approaches can be a smart move.

Those new to Medicare may not realize they need to buy a separate policy to cover prescription drugs. There are some partial exceptions, but even in those cases, coverage can vary.

Employers with “great” retirement plans are significantly more likely to have higher margins and revenue per employee than those with average plans.