Better understand the outlooks and actions of pre- and recent retirees.

Cecilia M. Shiner, FSRI, FFSI, ALMI, ACS 6/3/2019
Better understand the outlooks and actions of pre- and recent retirees.
The transition into retirement brings many changes. In this series of reports, we share people’s outlooks and actions during the years immediately before and after retirement. You, your company, financial advisors, and employers can use this information enhance the effectiveness of messaging, planning, services, and resource deployment.
What are the financial impacts when retirement timing reality doesn’t align with plans?
What impact does the transition into retirement have on consumers’ lifestyles and working for pay?
How are advisors and retirement plans helping people transition into retirement?
What does retirement as a destination look like for near and recent retirees?