Will investors’ pre-retirement expectations fulfill retirement realities? Explore the perceptions, attitudes, behavior, and financial conditions of retirees and non-retired workers as they navigate the retirement journey.
Explore the Series
View and download the infographics
Balancing Act:
Retirement Timing and Key Considerations
Though the “perfect” time to retire varies by individual, explore reasons workers retire and how availability and eligibility can drive timing.
The Retirement Journey:
Navigating Retirement Perceptions and Realities
How do non-retired workers’ perceptions of retirement compare to the realities of retirement for retirees?
On the Road to Success:
Achieving Retirement Goals with FP and Formal Written Plans
Explore how formal written plans for asset management and financial or investment-related decisions can help create a solid foundation for investors navigating the retirement journey.