Helping the financial industry understand effective retirement planning, and translating research on how to build a better life in retirement.
Using simulations, surveys, and interviews to create award-winning research on best practices and consumer opinions and behavior
Speaking
Michael Finke
Award winning Researcher and Wealth Management Expert
consulting
Research
Developing white papers and implementing strategies to build conviction among advisors and consumers in the benefits of risk pooling.
Recent articles
Happily Ever After: How to Help Retirees Make Lifestyle Choices They'll Love
InvestmentNews
Income Annuity Basics: What to Know Before You Buy
Kiplinger
Risky Business: How to Handle the Topic of Risk With Your Clients
InvestmentNews
You Should Be Saving at Least 12% of Your Pay for Retirement. Here's Why
Yahoo! Finance