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How retirement planning differs among the sexes
The 2020 Midland National Gen-to-Gen Retirement Study looked into the saving, spending and communication habits of men and women across four generations, covering everyone from age 18-55+. ...
How consumers view financial professionals
The importance of a good relationship between a client and their financial professional can’t be understated. It requires trust, understanding, expertise, and working toward a mutual goal....
Exploring factors in retirement confidence
Despite the hurdles many consumers are facing, confidence in retirement can be attainable. Right now, many people may be aware that they’re somewhat unprepared for retirement, and...
COVID-19 and retirement
How the global pandemic is shaping the consumer view of financial planning. It goes without saying that COVID-19 has changed many facets of our world. As a society, we have all had to...
Consumers surprisingly mum on retirement planning
We need to talk. All consumers do. Right now, many people are aware that they are unprepared for retirement, and concerned about how they will fund it. In fact, just 16% give themselves an...
Addressing the stigma of legacy discussions
“We need to talk.” The statement you prefer not to hear from your spouse, kids or parents. The simple truth, however, is that we need to be talking more. This is especially true when it...
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