The Psychological Impact of Retirement

Learn the emotional effects retirement is having on your senior clients

A recent survey shows many working individuals feel financially uncertain about their retirements:

• 33% are not confident in their ability to live comfortably in retirement¹
• 37% are not confident they will have enough money to take care of medical expenses during retirement¹
• 48% have actually tried to calculate how much money they will need to have saved to live comfortably¹

The Psychological Impact of Retirement addresses financial confidence and risks to retirement income and also explores emotional and lifestyle transitions as well as behavioral factors that can negatively affect happiness.

For advisors, this white paper is a valuable tool to not only better understand what clients are feeling as they approach retirement, but to recognize their roles in easing clients’ common fears. Be a proactive force for clients as you offer timely financial advice.

Simply click the button to access your copy now!

CLICK HERE TO GET YOUR White Paper

SOURCE |  ¹Employee Benefit Research Institute, 2020 Retirement Confidence Survey, April 23, 2020