Topic: Retirement Planning

Title (A-Z) Title (Z-A) Latest Oldest
Illustration of a man standing outside a large maze made of money. Feature / Retirement Planning

Annuities Turn Savings Into Income – a Must for Retirees – But They’re Unpopular. That Puzzle Now Seems Solvable

Smarter products and policies can connect wary investors to lifetime income

Blank faded social security card on white background top view Research Brief / Nudges

Simple Prompts Reduce Common Fear of Social Security ‘Going Broke’

Reminding people that payroll taxes will keep flowing in — even after the trust funds hit zero — helps them understand benefits won’t disappear

The exterior of a four-bedroom house in Chicago. Research Brief / Taxes

Should Property Taxes Be a Bigger Consideration When Choosing Where to Live?

After some math, a $1 million home in a low-tax state could get you $1 million extra in retirement savings

Grandmother and granddaughter women double exposure image. Research Brief / Wealth

Wealth Building Behavioral Trait Holds Up in Large-Scale Study

Feeling connected to — not estranged from — our older self is associated with savings and other helpful present-day behaviors

Modern woman on her way to take the train. Super commuting lifestyle. Research Brief / Nudges

Future-self Nudge Works Even Better in Reverse

Starting with your future self and looking back to your current self increases likelihood of saving

Book Review / Behavioral Decision Making

Overcoming Obstacles to Taking Better Care of Your Future Self

Hal Hershfield’s book offers research-backed methods to build a healthier, happier, more financially secure life

High angle blurred view of pillars forming green dollar sign Research Brief / Investing

A Different Way to Evaluate Private Equity Performance

An approach tailored to investor risk appetite and more comparable to stocks

An illustration of a man holding an umbrella standing ina sea of alarm clocks. Research Brief / Nudges

Lack of Urgency Can Undermine a Popular Behavioral Nudge

Encouraging pre-commitment to a future behavior helps people do hard things — but it can backfire

A small, medium and large cup of black coffee each in a white cup on a white saucer Research Brief / Consumer Behavior

What’s Behind the Consumer Preference for the Middle Ground

Capturing how decisions are driven by a habitual preference for moderation

Research Brief / Nudges

Fresh-Start Framing Boosts Retirement Plan Participation

A behavioral nudge passes a real-world test with 6,000 workers

Illustration of people as wind-up toys Research Brief / Retirement

Americans Sacrifice $3.4 Trillion by Claiming Social Security Too Soon

Can nudges, tailored to personality traits, persuade retirees to wait?

Person using a computer to check their 401K Research Brief / Retirement Planning

Maximizing Retirement Savings: More Nudging Required

Tweaking 401(k) website design and language can significantly boost worker contributions, yet HR doesn’t always see these opportunities

Illustration of a man walking on a tight wire with a net below Feature / Goal Setting

The Case for Building Wiggle Room into Goals

Aiming high, with some flexibility to trip up along the way, spurs greater success

Illustration of people riding a rollercoaster Research Brief / Investing

Rethinking Buy-and-Hold Investing

The case for using rising market volatility as a signal to pare back on stocks — does higher risk always mean higher return?

Two people smiling Feature / Retirement Planning

Helping People Make Wise Decisions for Retirement Income

Nudges, long aimed at saving behavior, are needed for people converting a nest egg into income

Illustration of a man weighing two balances Research Brief / Retirement Planning

Behind the Annuity Conundrum: The Belief They’re Unfair

Researchers find little commonality among haters of the difficult-to-sell retirement products, except when discussing fairness

 
 
 
 
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