Financial Wellness In Retirement
Retiring successfully is important to millions of Americans. But achieving this goal seems overwhelming to most investors. How can financial providers and advisors assist in developing a plan for successfully living through retirement? How does that plan change from the date of retirement until that person is living through their nineties?
The Financial Wellness in Retirement report is developed from dedicated qualitative and quantitative research with retired investors conducted in the late summer and early fall of 2016. The research objective was to understand how retirees are experiencing retirement from an emotional and financial perspective and how effective was their pre-retirement planning. The research design focused on retirees whom have been retired less than 10 years, 10-20 years and over 20 years.