Can Service Providers Convince More Small Firms to Offer 401(k)s? – Center for Retirement Research
The brief’s key findings are: Professional service providers – e.g., accountants, bankers, advisors – are trusted partners who can help convince small...
8 Unusual Strategies, & What Works Better
When people hear “creative tax planning,” they often think of loopholes, hacks, or clever ways to outsmart the system. And...
6 Lessons for a Wealthier Future
Most people think financial success comes from big moves: a perfect investment, a market-timing win, or a sudden surge in...
How to Retire With Confidence: What the Data Shows
Most people’s retirement plan amounts to a 401(k) they hope is enough and a general intention to get serious about...
The Federal Deficit Is a Mess – but Fixing Social Security Could Help a Lot – Center for Retirement Research
It’s good policy and would restore confidence in America’s most important program. Recently, the Congressional Budget Office (CBO) released its...
5 High-Impact Retirement Planning Strategies Most People Never Use
If retirement planning strategies were only about saving more money, most people would be fine. But they’re not. The gap...
See What Americans Have Saved
The median retirement savings for Americans aged 55 to 64 is $185,000, according to the most recent Federal Reserve Survey...
KFF Health News: Real Estate Investors Profit From Long-Term Care While Residents Languish
April 24, 2026 KFF Health News: Real Estate Investors Profit From Long-Term Care While Residents Languish Leslie Adams’ mother, Shirley,...
Why Do Older Sellers Get Less Money for Their Homes than Younger Sellers? – Center for Retirement Research
Buying and selling a home can be the most significant financial decisions that families face. For most Americans, buying and...
Social Security Benefit Cuts? What the Latest Projections Mean for Your Plan
If you’ve been wondering whether Social Security will be there when you need it, you’re not alone. People are increasingly...
