Resources to help clients prepare for America’s new retirement reality

Resources to help clients prepare for America’s new retirement reality

COVID-19 amplifies demographic and societal trends, foreshadowing challenges that more clients may face on the road to a financially secure retirement. These infographics can help clients better understand this new reality.

Voya Cares® research indicates that two specific groups of Americans are dealing with unique challenges when planning for their own retirement and other financial goals.

  • Checklist for Sandwich Caregivers: If clients are caring for a minor child or an adult child with disabilities and caring for an aging parent or other loved one, here are some considerations to include in financial plans.
  • Checklist for Career Extenders: If clients are working later in life, because they need to save more, because they’ve started a second career, or just because they love working, here are some considerations to include in their financial plans.

Sandwich Caregivers and Career Extenders are unique in the challenges that they face when planning for their future health and wealth, and the Voya Cares® program can help you lead a conversation to address these challenges.



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1“Burning the Candle at Both Ends: Sandwich Generation Caregiving in the U.S.”, The National Alliance for Caregiving (NAC), November 2019.

2According to the Census Bureau and Bureau of Labor Statistics (BLS), analyzed by investment and financial-planning firm United Income and reported in Business Insider, April 29, 2019: Loudenback, Tanza. “One-fifth of older Americans are working past 'retirement age’, and it’s not because they can’t afford to retire.”

This information is proprietary and cannot be reproduced or distributed. Certain information may be received from sources Voya Investment Management (“Voya IM”) considers reliable; Voya IM does not represent that such information is accurate or complete. Certain statements contained herein may constitute "projections," "forecasts" and other "forward-looking statements" which do not reflect actual results and are based primarily upon applying retroactively a hypothetical set of assumptions to certain historical financial data. Actual results, performance or events may differ materially from those in such statements. Any opinions, projections, forecasts and forward-looking statements presented herein are valid only as of the date of this document and are subject to change. Nothing contained herein should be construed as (i) an offer to buy any security or (ii) a recommendation as to the advisability of investing in, purchasing or selling any security. Voya IM assumes no obligation to update any forward-looking information.

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