A recent survey shows many working individuals feel financially uncertain about their retirements:
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.
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SOURCE | 1Employee Benefit Research Institute, 2020 Retirement Confidence Survey, April 23, 2020