Research Projects

Our research approach is “Solution Based” because we don’t just want to highlight issues and trends without providing some practical applications and next steps for addressing them… as well as innovating new products as services.

The Great Retirement Disconnect:

• There is a significant disconnect between pre-retiree expectations and actual retiree experiences.
• There’s a monumental need and opportunity for Financial and HR pros to play a role in helping clients and employees make a better transition.
• Both existing retirees and pre-retirees need additional tools and
  support for finding purpose, identity, and connection throughout the
  transition.

Access the full report and slide deck

Gen X Retirement

• 74% of Gen X feel it is more difficult for them to retire than previous generations
• Healthcare and healthy living are major priorities
  • 47% cite healthcare costs as the biggest issue facing their generation
  • 46% rank physical deterioration as their biggest non-financial fear
  • 37% report Healthcare costs as retirement timing determining factor
  • 51% are not working with a financial advisor
    

Access the full report and slide deck