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Description

A survey for the The American College State Farm Center for Women and Financial Services examined Widows and Widowers and the extent to which they chose to stay with their financial advisor after their spouse's death, chose to work with a new advisor, or chose not to work with an advisor at all. The study also looked at the reasons behind the decisions that were made.

Publication Date

2017

Publisher

The American College of Financial Services

City

Bryn Mawr, PA

Keywords

women, finance, financial planning, survey, advisors, retirement, retirement income planning

Disciplines

Finance and Financial Management

Widows vs. Widowers: What they Need and Expect when Working with an Advisor

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