FINANCIAL LITERACY

Lead end investors to
a confident future

These curated resources can help you improve
the know-how and financial well-being of investors
and participants.

Practical content at your fingertips

Our Financial Literacy Library provides resources to help you guide end investors through common financial issues and meet client needs—even when they extend beyond finances.

A handout showing T. Rowe Price's financial literacy library.
Reach investors and participants at every stage

No matter what phase of life your clients are in, you can meet their needs. We can help.

Early Career (Ages 20-34)

For these investors, retirement may seem far off, but it’s still important for them to start saving. You can help by providing strong foundational guidance and education on debt, mortgages, and family finances, putting them on a firm footing while establishing relationships as they begin to accumulate wealth.

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Mid-Career (Ages 35-49)

Many individuals in this lifestage are now supporting children and, for some, also elderly parents. You can guide them through handling increased financial obligations, while helping them build net worth as their salary and human capital rises. This is a time when many investors are seeking guidance from financial professionals for the first time and acts as a pivotal time to establish key relationships.

A bearded light-skinned Black man slightly smiling, engaging with his mobile device

Preretiree (Ages 50-64)

Preretirees need to prepare holistically for the next stage of life. You can help them estimate a budget, establish an overall plan, and consider the emotional features of retirement.

A bearded middle-aged white man smiling, looking to his right

Retiree (Ages 65+)

Retirees want to make sure their income lasts through retirement. You can help them manage the financial and emotional aspects of their retirement. This is a time when investors look to simplify their finances, including consolidating to one financial professional who can support them throughout retirement.

An Asian couple in their 60s walking along the beach
Become a financial wellness expert for your clients

Find tools and resources to help guide your clients when starting a financial wellness program.

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Elevating the Discussion Presentation

Take a closer look at all aspects of financial wellness and actionable steps to developing a holistic program.

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Considerations for Selecting a Financial Wellness Provider

Help employers meet their unique goals and needs by asking the right questions before partnering with a provider.

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Measuring Financial Wellness Program Effectiveness

Use this guide to help establish success criteria and monitor the success of a financial wellness program.

Learn more about our other resources

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Practice Management

Discover new ways to refine and grow your practice—including client acquisition, client engagement, and business management resources.

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CONFIDENT CONVERSATIONSTM on Retirement

Listen in and share this podcast with your clients to help inform retirement decisions.

Contact us
Broker-Dealer
RIA & Regional Bank
DCIO
Variable Annuity

202403-3453931

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