2022 PLANADVISER National Conference
Challenges plan advisers face when developing business strategies—and how to resolve them.
Tag: health care in retirement
Individuals Have Concerns About a Lengthy Retirement
A survey of more than 500 Americans age 55 and older finds the top concern about a lengthy retirement is health care costs and the most significant investment and retirement issue is a desire to maximize retirement income.
Older Americans Have Learned to Balance Income and Spending
A survey from the Society of Actuaries suggests that if retirees are able to survive financially to age 85, concerns about finances drop significantly.