This paper introduces Milliman’s Retirement Income Security Evaluation RISE™ Score, which measures how well a retirement portfolio will be able to cover basic living expenses, health care and other costs after leaving the workforce.

The Retirement Income Security Evaluation (RISE) Score™ was created to help people understand their retirement readiness. It looks like a credit score and can be completed with just 10 simple inputs and in less than 10 minutes.

A retirement planning professional needs to be prepared to help clients shift from building a nest egg to SPENDING it. Two vastly different experiences. This paper explores the key components that make this happen.

As Americans reach the traditional retirement age, they face not only financial questions—like when to retire and whether they have enough saved—but also the emotional transitions that come with shifting identities. Finding a new sense of purpose in later life is key to health, happiness, and longevity, with studies showing it plays a vital role in overall well-being.

By increasing the number of female advisors, a greater number of clients can benefit from the unique perspectives and life experiences women bring to help people navigate critical financial decisions. The “Great Lockdown” may be an opportunity and rallying cry to challenge more women to step into an advisory career.

Financial literacy is a right, not a privilege. Read this paper to find ways to improve yours!

Financial wellness is a virtuous cycle of health and wealth.

Women will live an average of 4-5 years longer than men and historically have lower savings. This paper explores ways you can be better prepared financially and mentally.

Women are often the unpaid caregivers for children and parents. Being in this “sandwich” has many costs- financial and physical. Read about ways you can empower yourself if you are in this role.