Health & Wealth Blog

Inspired Localism: Wellness Programming that Engages the Community Beyond Corporate Walls

By: Edna Dretzka

If you work in the healthcare world, “social determinants of health” (SDoH) is something you’re starting to hear everywhere. While it has long been a focus in public health, the healthcare industry and employers have been slower to make it one of their foci.  Since half of Americans receive healthcare through their employer, this is Read more…

Creating an Effective Retiree Portfolio

By: Matt Greenwald

  Money management in retirement presents a complicated challenge. Over what can be a 20- to 30- year time horizon or more, most retirees need a significant return on their investments in order to deal with the corrosive long-term impact of inflation, pay for unexpected expenses, and maintain their feeling of financial security. This is Read more…

Surveying Hard-to-Reach Consumers? No problem.

By: Edna Dretzka

  With everyone attached to their smartphones these days and accustomed to sharing so much information, it seems like it should be easier and cheaper than ever to reach your intended survey population.  That isn’t always the case.  Some populations, like immigrants, marginal groups, older consumers, consumer experts and those in more rural locations, are Read more…

5th Annual Guaranteed Lifetime Income Study (GLIS) Reveals Key Differences Between Advisors and Consumers (and Much More!)

By: Doug Kincaid

  In the fifth year of the Guaranteed Lifetime Income Study (GLIS), the study continues to explore consumer attitudes about the value of guaranteed lifetime income and, for the first time, includes an advisor survey that provides an important view of advisors’ opinion of guaranteed income products and the needs of their clients. An eye-opening Read more…

Access to Information Does Not Equal Informed Healthcare Decision-Making

By: Edna Dretzka

According to a briefing on consumerism in healthcare, hosted by Health Affairs, one panel agreed that healthcare as an industry has been defined by an imbalance of power between consumers and everyone else, which means that patients aren’t “consumers” in the same sense as in other industries, mostly because consumerism is based on choice and Read more…

Implications of a Major Development: The Emergence of New Stages of Life

By: Matt Greenwald

  A powerful social development has been unfolding for quite some time that has had a major impact on the way a growing number of people are living their lives, including their financial lives.  Interestingly, this powerful development has received almost no comment or attention, and its real impact appears poorly understood.  I am referring Read more…

Three Steps to Increasing HSA Participation and Contributions

By: Edna Dretzka

HSAs are not a new concept, but HSA enrollment hasn’t been increasing exponentially over time.  Incidence of consumer driven health plans eligible for an HSA account has hovered between 13% – 15% since 2013, according to EBRI/Greenwald & Associates Consumer Engagement in Health Care Survey (Fronstin/Dretzka, 2018), although there is some evidence that this might Read more…

Listen to Greenwald on SOA’s Research Insights Podcast!

By: greenwald

Check out Greenwald & Associates’ Matt Greenwald and AnnMarie Pino featured on a podcast episode that highlights the inaugural study from the Society of Actuaries’ new Aging and Retirement Strategic Research Program. The study, Financial Perspectives on Aging and Retirement Across Generations, includes a series of reports examining financial challenges and perspectives on retirement planning Read more…

Online & Social: Younger Consumers Would Pay More for Online Investment and Retirement Advice

By: Quinncee Payne

Many younger consumers are managing their own finances with the assistance of mobile tools and online platforms available to them. And, Greenwald & Associates’ 2018 Online & Social in Financial Decision-Making study shows that, when it comes to more long-range planning and ideas about their entire financial picture, Millennials are interested in information that would Read more…

Work- Life Balance: Do Employees Think They Have It?

By: Lisa Greenwald

Over the last several years, there has been much discussion about work-life balance. Although there does not exist some universal definition of work-life balance, the idea behind the concept is that employees are able to balance the demands of the job with their personal life in a way that ensures a sense of satisfaction or Read more…



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