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The average couple age 65 will need $295,000 to cover out-of-pocket medical expenses in retirement.
Source: Fidelity. How To Plan For Rising Health Care Costs. Aug 3, 2020.
1 in 3 of today’s 65-year-olds will live to 90. 1 in 8 will live past 95, and 1 in 10 will live to 100.
Source. USA Today. For Your Retirement Planning, Count On Living Until Age 95. Oct 5, 2019.
76% of baby boomers are not confident they have enough saved for retirement.
Source: Insured Retirement Institute. Boomer Expectations For Retirement. Jul 20, 2020.
Social Security is only designed to replace 40% of your pre-retirement income.
Source: USA Today. How Much Of Your Pre-Retirement Income Will Social Security Replace. Nov 23, 2020.
69% of Americans have less than $1,000 saved.
Source: The Motley Fool. The Percentage Of Americans With Less Than $1,000 In Savings Is Shocking. Dec 18, 2019.
20% of Americans don’t save any of their annual income.
Source: Bankrate. Survey: 1 In 5 Working Americans Aren’t Saving Anything. May 14, 2019.
Medical expenses represent 67% of all personal bankruptcies with job loss as the second most common reason.
Source: CNBC. The Is The Real Reason Most Americans File Bankruptcy. Feb 11, 2019.
The average medical insurance premium has increased by 55% in the last decade.
Source: KHH. Job Based Health Insurance Costs Are Up 55% In Past Decade. Oct 8, 2020.
The average American household has more personal debt ($135,768) than they do income ($63,688).
Source: Debt.org. Americans Have More Personal Debt Than They Do Income. Jan 4, 2019.
The average person in the U.S. has $29,800 in personal debt – not counting their home mortgage.
Source: Northwestern Mutual. U.S. Adults Hold An Average Of $29,800 In Personal Debt. May 6, 2020.
Only 16% of Millennials demonstrate basic financial literacy.
Source: Yahoo Finance. Only 16% Of Millennials Qualify As “Financially Literate”. Feb 25, 2020.
Almost 40% of American adults wouldn’t be able to cover a $400 emergency with cash, savings or a credit card charge.
Source: ABC News. 40% of Americans Don’t Have $400 In The Bank For Emergency. May 24, 2019
Almost a quarter of adults in the U.S. have no retirement savings or pension at all.
Source: CNBC. 25% Of Adults Have No Retirement Savings. May 24, 2019.
Nearly 80% of workers were living paycheck to paycheck before the coronavirus pandemic.
Source: Washington Post. A breakdown Of What Living Paycheck To Paycheck Looks Like. Aug 17, 2020.
Over 75% of Americans don’t have a written financial plan for their retirement.
Source: CNBC. Most Americans Are Winging It When It Comes To Their Financial Future. Apr 2, 2019
Only 25% of Americans have some kind of written financial plan.
Source: SpendMeNot. 12 Personal Finance Statistics To Know In 2020.
Only 30% of Americans have a long-term financial plan.
Source: SpendMeNot. 12 Personal Finance Statistics To Know In 2020.
80% of Americans’ retirement plan is to keep working!
Source: SpendMeNot. 12 Personal Finance Statistics To Know In 2020. Oct 12, 2020.
69% of US Citizens have less than $1,000 in the bank.
Source: Yahoo Finance. Survey: 69% of Americans Have Less Than $1,000 In Savings. Dec 16, 2019.
62% of Americans say their financial planning needs work, which is down from 70% in 2018.
Source: Northwestern Mutual. 2019 Planning & Progress Study. Jul 22, 2019.
92% of Americans say nothing makes them happier or more confident than when their finances are in order.
Source: Northwestern Mutual. 2019 Planning & Progress Study. Jul 22, 2019.
9 in 10 retirees rely on Social Security as a source of income in retirement.
Source: EBRI. 2020 Retirement Confidence Survey. Apr 23, 2020
4 in 10 workers expect to need over $1 million to live comfortably in retirement.
Source: EBRI. 2020 Retirement Confidence Survey. Apr 23, 2020
Half of workers have tried to calculate how much money they will need to live comfortably throughout retirement.
Source: EBRI. 2020 Retirement Confidence Survey. Apr 23, 2020
4 in 10 workers and 6 in 10 retirees have tried to calculate how much monthly income is needed in retirement.
Source: EBRI. 2020 Retirement Confidence Survey. Apr 23, 2020
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Registered Representative offering securities through First Allied Securities, Inc. a Registered Broker/Dealer Member FINRA/SIPC.
Advisory services offered through First Allied Advisory Services, a Registered Investment Adviser.
First Allied entities are under separate ownership from any other named entity.
