A November 2019 report from Bank of America and the Gerontological Society of America, Longevity Fitness: Financial and Health Dimensions Across the Life Course, identified perseverance and attention to social connections, health, and finances as critical factors to help people thrive as they age. Longevity fitness describes how people can thrive, not just survive, through social, health,…

In September 2019, Bank of America published a report exploring how employees and employers view improvements in the workplace through the lens of financial wellness, healthcare costs, caregiving, and diversity and inclusion. The 2019 report found growth in financial wellness programs, it also identified areas for needed improvement, including closing the gender gap in retirement…

A new study, part of the 18th Annual Retirement Survey from Aegon’s Transamerica Center for Retirement Studies (TCRS), found that only about a quarter of the self-employed are “very much” looking forward to retirement. Among other striking findings about the preference of the self-employed, the survey of 755 respondents also found that 68% are planning…

The 2019 Aegon Retirement Readiness Survey finds that retirement readiness varies across the 15 countries in the survey, and that more needs to be done to help people of all countries be more prepared for retirement. The report explores people’s retirement preparations including the need to remain in paid employment longer, stay physically and mentally active, maintain health,…

In April 2019, Merrill Lynch and Age Wave released the final report in their series on life stages, Early Adulthood: The Pursuit of Financial Independence. The new report, based on a survey of 2,700 early adults, finds that those between the ages of 18 and 35 are struggling to achieve financial independence, with many already…