Strategic Longevity Planning
Planning for a Longer (and More Expensive) Retirement
According to an analysis of The College’s 2023 Retirement Income Literacy Study data, Center director Michael Finke, PhD, CFP® says Americans need ensure they’re financially secure for longer retirements.
What Clients Want
Exploring Clients’ Advisory Needs and Expectations
Our national survey asked key questions, including why consumers seek out advisors, what qualities they look for, and what value they expect. It offers a window into clients’ needs and preferences and how they’re evolving.