Written By: Jamie Huyer Thompson, Deanna L. Sharpe, and Jean A. Hamilton

Qualitative interviews were conducted with nine single, midlife, professional women to assess the factors that encouraged or inhibited acquisition of retirement planning information. Participants preferred using several ways to acquire information, including seminars, professional guidance, and self-study. The “human connection” to planning information was vital. Participants would not be likely to work with a financial professional or program facilitator who was not warm, caring, understanding, and approachable, regardless of how knowledgeable they were. Retirement programs that communicated basic information, utilized various learning styles, helped participants begin planning, and appealed to both logic and emotions were more likely to actively engage participants. Key Words: Midlife women, Retirement planning, Retirement programs, Single women

Download Journal

Comments are closed.