Insight: What Factors Related to Overall Well-Being Make Retirees Happy?
By Julie M. Anderson
IDEAS IN THIS INSIGHT YOU CAN PUT INTO ACTION
This article suggests that consumers, retirees, and financial professionals should prioritize adding a source of protected lifetime income, like annuities, when planning for retirement. Protected lifetime income instruments are too important to well-being not to include them in individuals’ retirement strategies.
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About the Author
Julie M. Anderson MPP, MBA, is the founder and a principal of AG Strategy Group, a strategic consulting and writing services firm. Previously, she was COO and a Managing Director at Civitas Group and Associate Partner at IBM Global Business Services. She served as Acting Assistant Secretary and Deputy Assistant Secretary for Policy and Planning at the U.S. Department of Veterans Affairs. She earned her MBA from Duke University, has a Master of Public Policy from the University of Chicago, and is a graduate of Nebraska Wesleyan University.