Retirement

The reality of late retirement savings and how to make up for it

Heather Leighton
RetirementInvesting
The reality of late retirement savings and how to make up for it
Retirement savings planning is unique for every person, but for most Americans, their current retirement savings plan just isn’t enough.   The key is to start as soon as possible and maintain saving for retirement, but often people wonder how much they’re on track. Here are a few facts to help with that:  The average American has $65,000 in retirement savings and by their retirement age, that average is estimated to be $255,200, according to the Federal Reserve’s most recent “Report on the Economic Well-Being of U.S. Households in 2019” survey.   Nearly half of working-age families have nothing saved in retirement…

Who is Market Trust for and where does it fit in your retirement plan?  

Heather Leighton
RetirementInvesting
Woman leaning on a car parked on a cliff overlooking the ocean while thinking about retirement planning.
Market Trust is redefining retirement planning. In this blog, we break down whether or not Market Trust is for you.    Market Trust helps make up for lost time safely through a conservative investment program that achieves principal protection based on a five-year term4 and a variable APY** of 13.82% using S&P 500 Risk-Controlled Portfolio historical performance.  An APY** that high is tempting for anyone with an ounce of financial knowledge, but is Market Trust the right program for you?   Short answer, Market Trust is for you if you are 55 years old or older, if you’re comfortable with a 5-year…

Introducing Market Trust – a new way to save for retirement 

Heather Leighton
Retirement
Woman in a kitchen researching Market Trust, which combines market-driven yields with principal protection.
Move over IRAs and 401ks, there’s a new retirement product called Market Trust in town. Like other Save products, our newly-launched Market Trust combines market-driven APY** with principal protection when held for the full term.4 Market Trust marks the first time we have made our advisory technology available to retirement-saving customers and advisers.4 Market Trust helps make up for lost time safely through a conservative investment program using S&P 500 Risk-Controlled Portfolio that achieves principal protection based on a five-year term and a variable APY** of 12.48% based on historical performance. But how can Market Trust provide such a high…
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