Menu
Financial Planning & Management
  • Home
  • Financial Planning Services
  • Financial Wisdom
  • Stock Market Insights
  • Investment Strategies
Financial Planning & Management

Video: The Significance of Retirement Lifestyle Planning Beyond Just Saving

Posted on June 9, 2024

Retiree Insights 2018 Survey Results and Important Information from T. Rowe Price

The Retiree Insights 2018 Survey of Consumers Ages 50–59, conducted by Greenwald & Associates/The Diversified Services Group, has revealed some interesting findings about the financial planning habits of individuals in this age group.

According to the survey, many individuals in the 50–59 age bracket are actively seeking out financial planning services to help them prepare for retirement. One such service that has gained popularity is the T. Rowe Price Retirement Advisory Service™, which offers both nondiscretionary financial planning and retirement income planning services.

The Retirement Advisory Service is provided by T. Rowe Price Advisory Services, Inc., a registered investment adviser, under the Investment Advisers Act of 1940. Brokerage accounts for the service are provided by T. Rowe Price Investment Services, Inc., a member of FINRA/SIPC, and are carried by Pershing LLC, a BNY Mellon company.

It is important to note that the information provided in the survey and related to the Retirement Advisory Service is for informational purposes only and should not be considered as investment advice. Individuals are encouraged to consider their own circumstances before making any investment decisions.

Overall, the survey highlights the growing interest in financial planning services among individuals approaching retirement age. As the market continues to evolve, it is crucial for individuals to stay informed and seek out professional advice to ensure their financial security in retirement.

Recent Posts

  • Expanded Relationship between SEI and Canoe Intelligence Empowers Future of Alternative Data Management
  • More than 20% of UK adults refuse to seek financial advice, even when it’s offered for free
  • Toronto Dominion Bank Sells Shares of Rexford Industrial Realty, Inc. (NYSE:REXR)
  • Investing.com downgrades Mengniu Dairy stock due to increasing costs and sluggish demand
  • Opportunities for Wealth Management on the Rise in the GCC

Categories

  • Asset Management Solutions
  • Financial Planning Services
  • Financial Wisdom
  • Investment Strategies
  • Stock Market Insights
©2025 Financial Planning & Management | Powered by SuperbThemes