How Much Money Americans Think They Need to Retire Comfortably

Knowledge Snapshot Americans say they will need an average of $1.46 million to retire comfortably by age 65. That estimate is about $200,000 higher than the 2025 figure and well above the $951,000 estimate reported in 2020. Forty-six percent of Americans do not expect to be financially prepared for retirement. Forty-eight percent believe it is […]
The Missing Piece of Retirement Planning: Why Your Health May Be Your Greatest Financial Asset

Knowledge Snapshot Pew Research Center: Only about 26 percent of U.S. adults feel extremely or very confident that their income and assets will last throughout retirement. Fidelity Investments: Its July 2026 Retiree Health Care Cost Estimate projects that a 65-year-old retiring in 2026 may spend an average of $185,500 on healthcare and medical expenses throughout […]
Understanding Health-Related Expenses in Your Retirement Budget

Healthcare costs in retirement can be a major expense. Learn how to budget for medical costs, explore Medicare coverage, and maximize savings tools like HSAs.