Beyond Bulls & Bears

Survey Shows Importance of Personalized Approach to Retirement Planning
Education

Survey Shows Importance of Personalized Approach to Retirement Planning

Franklin Templeton’s 2021 US Retirement Income Strategies and Expectations survey revealed financial-related concerns across generations of Americans including health care, inadequate savings, and debt management—and the need for a personalized approach to retirement planning. Our Sean O’Malley discusses some of the findings of this year’s survey, and how respondents currently feel about their financial future.

SECURE Act Passage Heightens Retirement Security
Education

SECURE Act Passage Heightens Retirement Security

A sweeping piece of legislation affecting how individuals save and invest for their retirement, known as the “SECURE Act,” has recently been signed into law. Our investment professionals talk about the implications of the Act, and how it can enhance the retirement security of millions of Americans. And, they outline some changes in the legislation that also affect college savings plans.

Retirement: The Vacation of a Lifetime

Retirement: The Vacation of a Lifetime

Saving for Retirement Stage 2: The Sandwich Generation

Saving for Retirement Stage 2: The Sandwich Generation

Saving for Retirement: Stage 1

Saving for Retirement: Stage 1