Mathew Greenwald & Associates

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  Financial Security Necessary to Be a Good Person: N.Y. Life Study

  By Danielle Andrus, AdvisorOne  |  May 10, 2013

  Members of Gen X and Gen Y are less satisfied with their financial situation than their parents, according to a New York Life study released Thursday.

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  New York Life Stresses Value of Auto-Enrollment

  By Danielle Andrus, AdvisorOne  |  March 25, 2013

  A survey found that if workers were automatically enrolled in a retirement plan at a 3% rate, just 11% would opt out.

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  Half of Workers Believe Comfortable Retirement Out of Reach

  By Danielle Andrus, AdvisorOne  |  March 19, 2013

  A comfortable retirement is still something many Americans fear they’ll have to do without, according to EBRI’s 2013 Retirement Confidence Survey.

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  Top 5 Retirement Issues

  By Editorial Staff  |  February 25, 2013

  Investment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.

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  Americans Would Pay Higher Taxes to Preserve Social Security

  By Melanie Waddell, AdvisorOne  |  February 4, 2013

  In fact, three-quarters of respondents to a National Academy of Social Insurance poll said benefits should be increased.

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  Employer-Sponsored 401(k) Plans Would Drop ‘Significantly’ if Tax Treatment Curtailed: Study

  By Melanie Waddell, AdvisorOne  |  December 11, 2012

  A new report has found that curtailing the current U.S. tax treatment of contributions that workers and their employers make to 401(k) plans will “significantly reduce” employers’ willingness to sponsor plans.

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  Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement Advice

  By Gil Weinreich, AdvisorOne  |  August 17, 2012

  Surveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.

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  Outlook 2012: Annuities — Industry at Crossroads, With Weatherford, Greenwald, Cortazzo

  By John Sullivan, AdvisorOne  |  December 21, 2011

  The fact that two major carriers in recent weeks have announced their exit from the annuity business should tell us all we need to know about the health and viability of the industry. If only it were that simple.

• Confusion in the Boomer Space

  By Danielle Andrus, AdvisorOne  |  February 1, 2011

  In a demographic that comprises approximately 78 million people, there's bound to be some disparity in sentiment.

• 2010 Product & Trend Guide - Annuities

  By Boomer Market Advisor  |  December 1, 2009

  Download the full 2010 Annuities product list HERE TRENDS: A safe and secure way to save for retirement Despite the recent market turmoil, which led to a...