Are You Overlooking The Most Important Decisions For Preretirees And Retirees?

When it comes to retirement decisions and strategies, many preretirees and retirees overlook the most important ones they need to consider for their particular circumstances and goals. Instead, they may often place a low priority on more important retirement decisions and place a higher priority on decisions that won’t significantly impact their financial wellbeing. Let’s see why.

Many Preretirees And Retirees Should Consider Reprioritizing Their Decisions

More than half of all preretirees and retirees would like help making key decisions from a financial professional, according to Disconnected: Reality vs. Perception in Retirement Planning, a recent survey and study from the Stanford Center on Longevity. And indeed, they do need help, since more than half of the preretiree and retiree survey respondents rated their financial situation as fragile or barely able to get by.