FINANCIAL LITERACY

Lead end investors to
a confident future

We've collected the best of what T. Rowe Price has to offer to end investors and brought it together here for you.

Practical content at your fingertips

Our financial literacy library is a robust offering of topics addressing the specific needs of investors based on their lifestage.

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)

Building a strong financial foundation starts now. Focus on financial basics and setting and achieving financial goals to help your clients shape the future they imagine.

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Mid-career (Ages 35-49)

For many, these years are a time of balancing career, children, aging parents, and more. Guide your clients as their financial goals and priorities evolve and they begin visualizing their own future retirement.

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Preretiree (Ages 50-64)

Retirement is right around the corner, and developing an effective plan is complex. Help your clients navigate the retirement income puzzle—emotional, strategic, and tactical—to reach their future dreams.

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

Retiree (Ages 65+)

Retirement has arrived! Continue to ensure that retirement income will last while guiding your clients through any future twists, turns, or new financial goals along the way.

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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

202411-3837805

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