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Retirement Trends – 3 Quick Facts

Below are three retirement facts we thought you would find interesting: Inflation has caused Americans’ living expenses of $50,000 in 1983 to go up to $133,527 in 2021, an increase of more than 160%. In other words, $100 in 1983 was worth only $37.45 in purchasing power of goods and services in 2021.1 Nearly 25%…

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Retirement Trends – 3 Quick Facts

Below are three retirement facts we thought you would find interesting: According to a recent survey, workers’ most frequently cited retirement fears are outliving their savings and investments (42%), declining health that requires long-term care (39%), a reduction in or elimination of Social Security in the future (38%), and possible long-term care costs (34%).1 In…

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Retirement Trends – 3 Quick Facts

Below are three retirement facts we thought you would find interesting: In the last five years, the number of health savings accounts (HSAs) has grown more than 60% and the number of assets has grown by 250%. In 2020, the average balance for HSA accounts with invested assets was $22,496.1 Defined contribution plan participants’ loan…

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Retirement Trends – 3 Quick Facts

Below are three retirement facts we thought you would find interesting: A survey of 2,622 respondents revealed that the Great Resignation was still on the minds of many, with 51% still considering quitting their current job. Of those who did quit and had a 401(k), 21% said they cashed it out.1 Three out of four…

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IMPORTANT NOTICE

You are now leaving the Jemma Investment Advisors, LLC Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Jemma Investment Advisors, LLC, or any advisor(s) whose name(s) appears on this Website. Jemma Investment Advisors, LLC is independently owned and operated. Schwab neither endorses nor recommends Jemma Investment Advisors, LLC. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Jemma Investment Advisors, LLC under which Schwab provides Jemma Investment Advisors, LLC with services related to your account. Schwab does not review the Jemma Investment Advisors, LLC Website, and makes no representation regarding the content of the Website. The information contained in the Jemma Investment Advisors, LLC Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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