Cathy's Corner

Top Ten Findings from IRI’s New Research on Retirees

Much of the available research on retirement focuses on those who are still in the planning stages. But what about those in retirement, and what lessons from their experiences can help shape and improve the retirement outlook for future generations?

Honoring All Grandparents

The air is changing in Washington. The sticky summer heat that engulfs you the second you step outside in the morning has now been replaced with the crisp, bright air of fall. And we know what that...

Happy Birthday, Social Security!

It’s striking to consider the impact Social Security has had on retirement security since the program was enacted 81 years ago. But today Americans may be over relying on it to fund their retirement years.

Through the Dark Forest

IRI President and CEO Cathy Weatherford provides an overview of new IRI resources for financial advisors to help them better understand and prepare to conduct business under the DOL fiduciary rule.

The Continued Importance of Financial Advice

Posted on April 11, 2016 by Cathy Weatherford

When IRI first started surveying Baby Boomers in 2011, 79 percent of respondents felt satisfied with how their lives were progressing economically. In just five years that number has dropped to a meager 43 percent.

Protecting Older Investors

Posted on March 11, 2016 by Cathy Weatherford

Betsy looked down at my daughter’s dachshund puppy, a dog she had seen a dozen times over the past few months, and asked if he was mine.

Changes to Social Security and Medicare in 2016

Posted on January 8, 2016 by Cathy Weatherford

Even as the DOL’s fiduciary rule looms large, today’s consumers are becoming more and more aware of the extent to which they are responsible for their retirement, and the retirement income industry is well positioned for a strong 2016.

Champions of Retirement Security

Posted on December 2, 2015 by Cathy Weatherford

A secure retirement is not a guarantee and it’s certainly not something that happens on its own. Gone are the days of employer-sponsored pension plans and an infallible Social Security program. In 2015, saving is now a more complicated process...

Millennials and Retirement

Posted on November 10, 2015 by Cathy Weatherford

In a recent study, IRI found that 15 percent of Millennials plan to fund their retirement by winning the lottery—and this statistic should alarm us.

The Sandwich Generation

Posted on October 27, 2015 by Cathy Weatherford

I was fortunate enough to watch my grandmother, Minnie Hankins, grow old and live into her twilight years.