U.S. workers are not sufficiently prepared for financial success in retirement. This qualitative phenomenological case study explored participants' perceptions of their retirement adequacy, financial literacy, and the effects of employer-sponsored programs to enhance their employees' financial literacy. This study intended to resolve U.S. workers…

In the wake of recent events, especially the Great Recession of 2007-2009, affecting the economy, resulting in job losses, personal financial distress, and gloomy perceptions of their future well-being, many Americans are concerned about their financial quality of life in retirement. The media is replete with a plethora of advertisements for…

This dissertation is an examination of the perceptions offered by adults who self-identify as being successfully retired. The increase in the percentage of the retiring population in the United States in the immediate future alerts us to the need to identify strategies that have been reported by retirees to successfully transition into retirement.…