Retiree Profiles: Lifestyles In Retirement
In this video, we discuss the profiles of current retirees from an EBRI survey conducted on 2,000 retired households. We analyze the lifestyles of these five retiree groups. Then, develop lessons we can learn from them to better prepare for retirement ourselves.
Additional Resources

Foundational Investing
In this presentation (2 of 3 in our 3-part series), we review the basics of investing for retirement. • Asset classes & diversification • Best practices to use and pitfalls to avoid when it comes to your investments • Simple investment solutions available in your workplace plan
Learn MoreLearn More
Cares Act Updates
Learn MoreLearn More
Inflation Effects On Retirement Savings
In this presentation you will learn about: • Inflation – What is it? • How inflation impacts investments and preparing for retirement • What you can or should do about counteracting the effects of inflation
Learn MoreLearn More