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Retirement: Be the One Who Knows...

Advisors Bring Value
Professional financial advice can play a critical role in achieving a comfortable retirement. A professional’s experience and expertise can help you develop, implement and maintain an effective strategy to meet your income needs in retirement. Compared with individuals working without an advisor, individuals working with an advisor are:

  • More likely to have a plan for generating income in retirement (70% vs. 50%)
  • More likely to have made a realistic estimate of how long their money needs to last in retirement (51% of the advised estimated 25 years of more vs. 39% of the unadvised)

The data featured here were gathered through a telephone poll survey conducted by premier research firm Mathew Greenwald & Associates, Inc. on behalf of New York Life. The telephone interviews were conducted between February 9 and March 9, 2006. Survey participants were all at least 41 years of age, solely or jointly responsible for financial and investment decisions in their households, and had at least $100,000 in investable assets. The sample was evenly split between retirees and pre-retirees and between men and women.

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Retirement: Be the One Who Knows...

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