Most retirement savers want an ‘easy button’ for planning
A J.P. Morgan survey examines how participants engage with workplace retirement plans across different life stages.
Retirement
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Higher home-care spending by states linked to greater aging-in-place outcomes
Researchers examined state investments in home- and community-based services (HCBS) and associated changes in where older adults lived.
Caregiver survey shows widespread burnout, with Gen Z hit hardest
Half of Gen Z caregivers said caregiving has damaged personal relationships, exceeding rates reported by millennials (41%) and Gen X (38%).
Senators push bipartisan plan to ‘save Social Security’
Proposals come as policymakers and financial professionals warn of looming funding shortfalls and confusion about how the program works.
Aging in place is reshaping housing demand — and most homes aren’t ready
An expert expains why aging in place is shifting from preference to financial necessity — and what housing professionals need to know.
Retirement plan participation reaches record high, but financial pressures persist
Nearly two-thirds of retirement plans now automatically enroll new participants at contribution rates of at least 4%.
Social Security, Medicare solvency could be examined by bipartisan commission
Rather than advancing immediate policy changes, the panel would study financial outlooks and submit recommendations for lawmakers to consider.
Fidelity data shows record retirement savings, rising Roth adoption
Combined employer and employee contributions for 401(k) savers hit 14.4%, approaching Fidelity’s suggested 15% target.
Home equity cap tied to Medicaid eligibility is set to change
New Medicaid rule will cap home equity at $1 million for long-term care eligibility beginning in 2028, potentially affecting senior homeowners.
New federal funding a mixed bag for housing programs
Just under $35 billion is provided for HUD’s tenant-based rental assistance account — commonly known as the Housing Choice Voucher Program.