Tag: health care expenses in retirement

It has launched NaviPlan 19.3 to help advisers better demonstrate their value.

Retirees are less likely than last year to feel confident in their ability to handle basic expenses and feel less confident in their ability to handle medical expenses, according the Employee Benefit Research Institute’s (EBRI) 28th annual Retirement Confidence Survey (RCS).

Most are not currently consulting with a financial professional, but retirees report a moderate amount of interest and pre-retirees a high amount of interest in receiving support and education on a variety of finance-related topics.