Research

Virtual meetings made up 80% of the sessions that Schwab offered in 2022 and, post session, more than 90% of participants agreed they felt prepared to take the next step in their financial journey,

For low- and moderate-income workers, access to emergency savings accounts is likely to boost retirement contributions, according to a new Commonwealth report.

The nation had made progress in closing the gap between white and Black mortality rates – fueled by heart disease, cancer and infant mortality – but then COVID hit, according to a new JAMA study.

The cuts in savings mirror a larger financial challenge, with 30% of Americans finding it difficult to make ends meet and 39% lacking nonretirement savings sufficient to cover one month of living expenses, says a new study.

The confidence both workers and retirees have in their ability to finance their retirements dropped significantly in 2023, as inflation erodes the confidence that Americans had going into the pandemic, says a new survey.

Brokers are reporting healthy revenue growth in employee benefits, helped by strong labor markets and generally rising client payrolls, according to Moody's Investor Service.

This is a significant rise from a year ago, as employees struggle with personal finances and mental health, according to a John Hancock Retirement report.

Mental health and substance use disorders have reached epidemic levels, and psychiatric-mental health nurses can help fill critical gaps in the health care system, says a new report.