Financial Well-Being

As part of the Health and Wealth study, middle-aged and older adults discuss their relationships with financial advisors. What makes advisors appear trustworthy and empathetic? Financial information seeking behavior is also explored. How do generations collect financial information differently -- from financial advisors as well as other sources, including web sources, the media and social networks? Caregivers who manage the finances of loved ones provide insights into the complexities of shared decision-making.