Rethinking Retirement Realities Study

The quest for a comfortable retirement is challenging. American retirees are facing longer life expectancy, health care costs are rising, and pension plans are disappearing. After almost a decade of economic upheaval, market volatility, and inflation, individual investors and their financial advisors are seeking solutions that can help make the idea of a comfortable retirement a reality. Rethinking Retirement Realities identifies the discoveries, misconceptions, and opportunities outlined in our 2021 Survey Results.