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Wealth Advisor Daily

from Private Wealth Daily

The edition as it went to readers: 3 stories.

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The lead

Average Social Security COLA adds $75 a month in 2027; Fidelity suggests a planning review

A Fidelity viewpoints article published the day after the confirmation outlines three policy approaches to the program's long-term funding gap.

Practice management

F&G finds 51% of pre-retirees plan to semi-retire rather than stop working

A same-day WTW survey found 36% of U.S. employees feel financially secure, down from 46% in 2019.

Opinion

Morningstar: Excluding long-term-care costs cuts U.S. retirement shortfall risk about 25%

Separate F&G and WTW surveys find 51% of pre-retirees plan semi-retirement and 36% of U.S. employees feel financially secure.

Wealth Advisor Dailyfrom Private Wealth Daily

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