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Building a new payment, credit, investment, retirement, or savings product to improve consumer financial health? Inform better product designs with our library of free resources exploring product trends, behavioral economic theories, and innovation strategies that work.

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Designing Digital Financial Advisory Tools for Low-to-Moderate Income Older Adults

Most low-to-moderate income (LMI) older adults are financially challenged to reach retirement and maintain their quality of life as they age. This report showcases research insights and design features that financial service providers can leverage to better support the needs of this group as they approach retirement, produced in partnership with the Institute of Consumer Money Management.

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