We know from the study of behavioral finance that if we help individuals create a positive vision of their future selves, they will be more likely to start saving today.
In a post-COVID world, what changes? Traveling on a cruise ship every year sounded like a great second chapter in life. Spending your last 20 years in an active senior community with common facilities and great care may have been a dream.
Creating new positive visions for retirement proves challenging in a social distant environment using conventional approaches. Can digital engagement bridge that divide?