Retirement Planning Can Feel Daunting—But Clarity Starts with Knowing the Real Numbers.

The state of retirement in America is changing fast—saving goals are rising, uncertainty about when (and if) to retire is widespread, and for many, the “number” they think they’ll need is miles from what’s actually in the bank. Whether you’re Gen Z just starting out, or a boomer within sight of the finish line, planning with confidence means understanding what’s real and what’s just a headline.

Today’s workplace retirement plans have shifted the burden of investment decisions and risk to everyday Americans. The result? More questions about how much to save, when to retire, and how to make income last as long as you do.

That’s why we’ve put together “State of Retirement: A Snapshot of American Perceptions and Realities.” This guide dives into:

• How much Americans think they need vs. what they’ve actually saved—by age group

• The reality of retirement age expectations vs. what’s possible

• The importance of having a written plan for lifetime income (and why working with an advisor really does matter)

• Smart strategies for stretching your nest egg, managing taxes, and building confidence—no matter the headlines

Curious how your plan stacks up—or want to start fresh with clear, data-driven insight?

Just click the link above to get your free copy.

Let’s help turn complexity into clarity, and get you on the path toward a retirement you can feel good about.