Updated
Updated · moneylion.com · Sep 18
1 in 3 Non-Retired Investors Revise Retirement Plans as 57% Eye Guaranteed Income
Updated
Updated · moneylion.com · Sep 18

1 in 3 Non-Retired Investors Revise Retirement Plans as 57% Eye Guaranteed Income

3 articles · Updated · moneylion.com · Sep 18

Summary

  • 33% of non-retired investors say they will change their retirement savings approach over the next 12 months, up from 21% in summer 2024, according to a Nationwide survey.
  • 22% plan to invest more aggressively, up from 16% in 2024, as some investors treat volatility as a buying opportunity rather than pulling back.
  • 57% say recent events make them more likely to put part of their portfolio into an annuity or other guaranteed-income product, showing a parallel push for protection and predictability.
  • 60% of advisors are now more likely to recommend guaranteed-income solutions, while use of registered index-linked annuities rose to 52% in 2026 from 39% in summer 2023.
  • Nationwide strategists said market swings should be used to check portfolio alignment, warning against chasing rallies or making short-term stock picks instead of staying diversified and focused on long-term goals.

Insights

Are guaranteed income products truly the ultimate safety net, or just a lucrative trend for financial advisors?
Why are Americans planning to invest more aggressively while simultaneously terrified of a looming economic recession?
What hidden financial crisis is quietly devastating the retirement dreams of caregivers across the country?