White Papers
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How the Retirement Income Style Awareness Informs Retirement Income Recommendations
Regulatory guidance that is frequently changing presents a challenge for financial professionals (FPs) and Financial Institutions in making appropriate recommendations and creates similar challenges for Financial Institutions responsible for overseeing those recommendations.
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How to Select a Retirement Income Strategy that is Right For You
But our Retirement Income Style Awareness (RISA®) tool identifies retirement income solutions based entirely on your unique profile.
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How to Determine Your Retirement Income Implementation Option
Once you know your strategy, you need to know how best to implement it.
Case Studies
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Rainy Day
A retirement income strategy based on matching short term expenses while capturing potential market growth over the longer term.
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A Bird in the Hand
A protected retirement income strategy that is untethered to stock market volatility.
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What If?
A retirement income strategy based on market participation and income guardrails.
Research Papers
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Retirement Income Beliefs and Financial Advice Seeking Behaviors
This investigation identifies and validates a series of salient behavioral finance and psychological constructs that influence retirement income planning.
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A Model Approach to Selecting a Personalized Retirement Income Strategy
This study identifies and validates a set of scorable retirement income factors to define preferences for an overall retirement income style.