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Many Near-Retirees Face Big Shortfalls as Retirement Costs Surge

Recent reporting shows rising healthcare, long-term care and housing costs are pushing required savings far beyond what most Americans hold today.

Overview

  • Reporting from June 9–10, 2026 draws on government surveys and industry reports to show nearly half of adults aged about 55–66 have no personal retirement savings.
  • Analysts warn Social Security often falls short on its own with about a quarter of seniors relying entirely on benefits and typical monthly checks equating to roughly $24,000–$48,000 a year depending on the case.
  • Federal Reserve data and industry studies put average health spending for those 65 and older above $8,000 per year and show long-term care can cost six figures for couples, creating sharp risks to retirement budgets.
  • Institutional forecasts from Goldman Sachs project a comfortable retirement target rising to about $1.7 million by 2033 and $2.6 million by 2043, which many people cannot reach by saving more alone.
  • Coverage recommends a new playbook for individuals that includes delaying work, downsizing, cutting debt, buying long-term care or annuity products, and using private-market tools while policymakers consider broader fixes.