Faculty Publications


Gauging America’s Retirement Income Planning Literacy: A method for Determining Knowledgeable Clients

Document Type


Publication Date

Spring 2016


Although significant amounts of research and public policy have been directed toward financial literacy in recent years, not nearly as much attention has been placed on the type of information needed by the nearly 10,000 Baby Boomers reaching age 65 each day until 2030. As such, it would be wise not to lose focus on an important literacy measurement: retirement income planning knowledge.