Only 37% of Americans now believe retirement between 65–70 is realistic. Discover what this shift means for business owners and legacy-focused families preparing for the future.
For decades, retirement at age 65 has been the conventional milestone. But in today’s economic climate, this expectation is quickly becoming outdated. According to recent survey findings, only about a third of Americans still believe retiring between ages 65 and 70 is realistic. This shift is particularly important for those managing business transitions, multigenerational legacies, or portfolios following a liquidity event. Understanding this evolving landscape is the first step toward aligning expectations with today’s retirement reality.
A Snapshot of Current Retirement Confidence
November 10, 2025 | Retirement Planning
Only 37% of Americans now believe retirement between 65–70 is realistic. Discover what this shift means for business owners and legacy-focused families preparing for the future.For decades, retirement at age 65 has been the conventional milestone. But in today’s economic climate, this expectation is quickly becoming outdated. According ...
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September 29, 2025 | Retirement Planning
Why This Matters Now If you own a small to mid-size business in New York or New Jersey, there’s an important compliance issue you can’t afford ...
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September 3, 2025 | Retirement Planning
Second marriages and blended families create unique IRA and retirement planning challenges. Learn the risks, opportunities, and strategies to safeguard your wealth and family legacy. ...
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August 11, 2025 | Retirement Planning
Approaching retirement? Here are six crucial decisions pre-retirees need to make to securetheir financial future, protect their legacy, and enjoy retirement confidently. As retirement nears, ...
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June 2, 2025 | Retirement Planning
Many people don’t realize they may be eligible to switch to a higher Social Security benefit—and the Social Security Administration (SSA) often doesn’t tell them. ...
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February 26, 2025 | Retirement Planning
The SECURE 2.0 Act of 2022 introduced a significant update for individuals aged 60 to 63 who want to boost their retirement savings. This new ...
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January 8, 2025 | Retirement Planning
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the ...
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November 25, 2024 | Retirement Planning
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Individual Retirement Accounts (IRAs) Traditional IRA contribution limits ...
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November 18, 2024 | Retirement Planning
Social Security can be complicated, and as a result, many individuals don’t have a full understanding of the choices they may have. Here are five ...
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October 23, 2024 | Retirement Planning
Planning for long-term care (LTC) is often a challenging topic. Many shy away from thinking about the possibility of needing help with everyday activities like ...
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