W. M. Kiplinger

New Survey Finds Americans Want Even More Guaranteed Income in Retirement

Retrieved on: 
Thursday, September 8, 2022
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WASHINGTON, Sept. 8, 2022 /PRNewswire/ -- Recent volatility in the markets has altered Americans' perceptions around what it means to have a secure retirement, as three-fourths of respondents say they would like more guaranteed income in retirement than they already have or expect to have, according to a new national poll of retirees and near-retirees by Kiplinger's Personal Finance magazine and leading retirement solutions company Athene. Interestingly, more pre-retirees express this desire than current retirees do (82% vs 69%).

Key Points: 
  • Three-fourths of respondents say they would like more guaranteed income in retirement than they have/expect to have.
  • The rising cost of health care (72%) and inflation (71%) closely follow as other top threats cited in the survey.
  • A majority of respondents (57%) say that having more guaranteed income in retirement would specifically ease their concerns about running out of money.
  • "Retirees with enough guaranteed income to pay their fixed expenses can stay fully invested in the stock market during a downturn," says Kiplinger magazine editor Mark Solheim.

Most Investors Plan To Boost 'ESG' Investments Over The Next One To Two Years

Retrieved on: 
Tuesday, October 12, 2021
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What's more, three-fourths say they would like to invest in an ESG fund through their workplace retirement plan.

Key Points: 
  • What's more, three-fourths say they would like to invest in an ESG fund through their workplace retirement plan.
  • Respondents were screened for age (25 and older), annual income (at least $75,000), and non-retirement investments (minimum of $10,000).
  • Domini Impact Investments is a women-led SEC registered investment adviser that empowers both individual and institutional investors to make a difference, one investment at a time.
  • By applying social, environmental, and governance standards across all of its investments, Domini harnesses the power of finance to create a better world.

Inflation Tops Healthcare As Biggest Financial Fear Among Retirees

Retrieved on: 
Thursday, September 9, 2021

Worries about inflation eclipse the cost of healthcare as the leading financial concern among retirees, says new poll.

Key Points: 
  • Worries about inflation eclipse the cost of healthcare as the leading financial concern among retirees, says new poll.
  • Rounding out respondents' top five financial concerns about the future were the financial strength of Social Security (71%) and Medicare (67%), and the possibility of an impending recession (62%).
  • "It is extraordinary, though not surprising, to see worries about inflation eclipse the cost of healthcare as the leading financial concern of retirees," said Jay Shah, President of Personal Capital.
  • "However, retirees and near-retirees who are worried about looming inflationary pressures can stay focused on their overall investment strategy."