Northwestern Mutal

Retirement Upside

What’s the Magic Retirement Number? Check Your Clients’ ZIP Code

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Required nest eggs vary state to state, sometimes by hundreds of thousands of dollars, according to new research.

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Advisor Upside

The New Magic Retirement Number Is $1.46M

Persistent inflation and longevity gains, along with worries about Social Security, have pushed up Americans’ retirement savings target.

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Advisor Upside

BFFs? A Third of Gen Z Intends to Leave Inheritance to Friends

Nearly a third of US adults plan to leave a financial gift, but only a fifth expect to receive one, per Northwestern Mutual.

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Advisor Upside

Financial Uncertainty Spurs Anxiety and Depression

Nearly 70% of Americans said financial uncertainty has made them anxious and depressed, according to a Northwestern Mutual report.

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Advisor Upside

Clients are Getting Younger and Younger

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When advisors start working with investors early, it can form strong relationships that last potentially decades.

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Advisor Upside

Clients Could Need $1.26M to Retire. Gen Z Has a Plan

Young Americans have begun investing in their retirement at just 24 years old compared with almost 40 for boomers, per Northwestern Mutual.

2 min read

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