Insights that inspire retirement confidence.

 

Our subject matter experts and editorial team cover the retirement topics that matter the most to you, cutting through the complexity and giving you actionable insights that can help move you forward.

 

44%of Americans rate saving for retirement in their top 3 financial goals

 

$1M+ in savings are needed to feel wealthy, according to 65% of Americans

 

74% of those who work with an expert say they stress less about money as a result

The 2024 Everyday Wealth in America research was conducted for Edelman Financial Engines by Greenwald Research. Information was gathered through an online survey from June 12 to July 3, 2024, of 3,008 Americans who were at least 30 years old. The total sample also includes an oversample of 1,500 affluent Americans between 45 and 70 of age, with household assets between $500K and $3M, and who are open to or currently working with a financial professional. Data is weighted to correct for the oversample and is also weighted by household assets, age, gender, race, and education to reflect the broader national population. If this study were a random survey, it would have a margin of error (at the 95% confidence level), of plus or minus 1.8 percentage points. References to year-over-year comparison or prior results represent comparisons to the 2022 and 2023 Everyday Wealth in America studies. The 2023 study surveyed 2,022 Americans from Aug. 28 to Sept. 8, 2023. The 2022 study surveyed 2,011 Americans from Aug. 30 to Sept. 7, 2022.

Top 10 Retirement Myths

Debunking common misconceptions about taxes, Social Security and more.

 

Watch and learn

Sit down with our planners and experts as they share resourceful tips to help take your financial knowledge to the next level.

 

Turn learning into a guided tour of your retirement.

You’ve taken a lot of the right first steps – doing your research here and elsewhere to discover what you might be missing in your retirement planning. We can help take you to the next level with expert guidance that applies decades of learning to craft a plan that’s suited to your retirement income goals.

More retirement planning insights

Browse the rest of our retirement learning center library for more on retirement savings, 401k and IRA tips, Social Security, health care considerations, withdrawal strategy, tax mitigation strategies, retirement income planning and more.

 

Go from informed to empowered.

Your retirement years can bring the promise of realizing the goals you worked so hard to reach, but they also come with a host of questions. Start with a partner who can guide your momentum so you can transition confidently into and through retirement.