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SafeMoney.com Blog
What Franklin Templeton's RISE Study Teaches Us
Franklin Templeton's annual Retirement Income Strategies and Expectations Survey (RISE Survey) was recently released for 2020. This is the ninth year that the RISE Survey has been published.
The survey examines the concerns and attitudes of retirement savers. And it contains some very interesting data for retirement planners and savers alike.
In it, people of many generations share whether they think they are ready for retirement. The survey also covers what they are doing to accomplish their financial goals before they stop working.
As usual, this year's RISE Survey wasn't any different in the insights it drove home. Here's a roundup of some findings that might be helpful for your own retirement planning efforts.
How Severe Was the Market Drop Due to the Covid-19 Pandemic?
The novel coronavirus pandemic has had an economic toll that has affected tens of millions of people. Everyone has felt the impact in some form or fashion.
Many people have lost their jobs. Millions of others have been furloughed. Those saving for retirement and those already retired have also had some surprises.
Equity market indexes saw record-breaking swings. Beforehand, those 1,000-point-or-more swings had taken months or even years to occur.
In the first quarter of 2020, some happened as quickly as in 24 hours. Given all this, it's natural for us to think about how much of a toll that the early days of the pandemic had on everyone's retirement security.
In an article by the Urban Institute, Richard W. Johnson talks about seven ways that the Covid-19 pandemic could undermine the retirement plans of many.
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