retirement planning News
Latest articles and news about retirement planning on AXL Media.
Latest Articles
- Retirement Planning Strategies Emphasize Risk Mitigation as Analysts Warn of Potential Lost Decade for Equities
Published: Apr 24, 2026
Section: Investing
Financial experts are urging retirees to reassess their portfolio allocations in light of warnings from Goldman Sachs regarding below-average future returns. By adhering to the lat...
- Financial Analysts Evaluate S&P 500 Concentration Risks as Large-Cap ETF Assets Projected to Hit $25 Trillion by 2030
Published: Apr 21, 2026
Section: Investing
While the S&P 500 has maintained a 10% average annual return, experts warn that the index's 38% concentration in its top 10 holdings may create excessive volatility for retirees. D...
- Maximising Health Span and Wealth Span for Sustainable Longevity in South Africa
Published: Apr 21, 2026
Section: Africa
Financial expert Bertie Nel highlights the critical gap between lifespan and health span in South Africa, urging a shift toward proactive planning. As medical advancements extend l...
- Ask Susan: Protecting Your Savings from a Recession and Navigating the Trans-Tasman Pension
Published: Apr 20, 2026
Section: Banking & Finance
With economic uncertainty looming, many New Zealanders are concerned about the safety of their life savings. In this edition of "Ask Susan," RNZ Money Correspondent Susan Edmunds a...
- Investors Target $160,000 Annual Payouts as Dividend Yield Tiers Redefine Retirement Capital Requirements
Published: Apr 19, 2026
Section: Investing
Generating double the median U.S. household income through dividends requires a capital base ranging from $1.6 million to over $4.5 million, depending on the chosen risk tier. Whil...
- Projected 2027 Social Security COLA Increase Threatened by Surging Energy Costs and Medicare Premium Hikes
Published: Apr 16, 2026
Section: Banking & Finance
Early forecasts for the 2027 Social Security Cost-of-Living Adjustment suggest a raise between 2.8% and 3.2%, driven by a significant spike in oil prices. However, experts warn tha...
- Digital Transformation Reshapes Retirement Planning for Millions of Connected South Africans in 2026
Published: Apr 11, 2026
Section: Africa
As 78.9% of South Africans move online, financial experts are warning that digital convenience must not replace deep, human-centric retirement planning. Nedbank Financial Planning...
- Why Selling the Family Home Without a Strategy Can Derail Retirement
Published: Apr 6, 2026
Section: Real Estate
After selling their permanent residence without a relocation strategy, an elderly Florida couple has spent their retirement navigating 15 different short-term rentals. This lack of...
- Five Strategic Tax Provisions Offering Investors Legal Methods to Shield Wealth and Capture Federal Grants
Published: Apr 4, 2026
Section: Markets
The 2026 tax code contains several specific "freebies" that allow investors to generate income, transfer wealth, and receive government grants entirely tax-free. Key opportunities...
- U.S. Annuity Sales Hit Record $461 Billion as Investors Prioritize Downside Protection Amid Market Volatility
Published: Feb 16, 2026
Section: Markets
Despite a robust S&P 500 performance, U.S. retail annuity sales reached a historic $461.3 billion in 2025, marking the fourth consecutive year of record-breaking volume. Driven by...