New Insights on Planning for Retirement
Guidance in retirement planning is the number one reason people contact us. Let’s face it – personal finance can be overwhelming for most folks, and you don’t get a “do over” with retirement!Over the last month I’ve accumulated some interesting data on retirement that might be of interest to our readers.
Guidance in retirement planning is the number one reason people contact us. Let’s face it – personal finance can be overwhelming for most folks, and you don’t get a “do over” with retirement!
Over the last month I’ve accumulated some interesting data on retirement that might be of interest to our readers.
On average, people retire 4 years earlier than expected.
Planned and actual retirement ages converged at 61.
Only about 25% of US households are on track to have the retirement savings they need.
Personalized advice is the most effective intervention for getting one’s retirement on track.
No single prescription fits everyone – an experienced Certified Financial Planner can help. More often than not, getting on track doesn’t require extreme austerity, but rather small adjustments across a number of variables.
If you have questions we’re here to help. Irrespective of whether we’re a good fit or not, we always strive to get people who contact us the professional assistance they need.
