Retirement readiness is becoming a prominent issue as the oldest Baby Boomers reach retirement age and redefine what it means “to retire.”

After years in the workforce, many hope to achieve a state of “well-being” and see retirement as a time when they can personally thrive. For others, the goal might simply be to make sure their money lasts as long as needed. As a retirement counselor, you need to be able to help clients, employees or even family members at retirement make informed retirement planning decisions in a way that maximizes both the financial and non-financial resources available to them—regardless of their financial situation.

It is important for retirement professionals to understand that effective retirement counseling consists of an inter-disciplinary approach across fields associated with money, health and happiness to increase a retiree’s preparedness for realizing retirement security and satisfaction.

Check back often as we are adding new products to this section. We are firmly committed to helping advisors better serve the holistic retirement readiness, planning and income management needs of American workers and retirees, as their quality of life and happiness is directly linked to this important component of retirement planning.