June 2026
Pre-Retirement Financial Checklist: Get Your Financial House in Order
Are you within a few years of retirement? Now is the perfect time to get your financial house in order. Here’s what to include on your pre-retirement financial checklist: 401(k) Plans Decide what to do with your current 401(k). You generally have three options: Leave the assets with your soon-to-be-former employer. Roll them into…
Read MoreHow Behavioral Factors Shape Retirement Wealth
A recent Wharton conference explored how noncognitive skills, mortality beliefs, aging, and gender disparities impact retirement wealth. By Knowledge@Wharton.com for Horsesmouth Wharton’s Olivia S. Mitchell states the stark truth about saving: “Let’s be honest, saving is no fun. People don’t get ‘utils’ (or utility) out of saving. They get utils out of spending. Therefore…
Read MoreSummer Travel Plans and Uncertain Skies: How Smart Insurance Fits In
For many investors, travel is an important part of how they spend time and money, especially in retirement. In 2026, however, planning a trip can feel more complicated. Conflicts, airspace closures, airport delays, airline schedule changes, and higher travel costs can disrupt even well-planned itineraries. Travel insurance is also being marketed more aggressively, often as…
Read MoreRetirement Confidence Gap – Bridging Savings, Debt, and Emergencies
One of the defining participant issues in 2025 was not simply market performance. It was confidence. Industry research shows that many workers are less certain they can retire when they want, while inflation remains one of their top financial concerns. That finding points to a broader challenge in defined contribution plans: many workers know retirement…
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