According to a recent report from @Consumer Affairs, 60% of seniors have regrets about how they prepared (or didn’t) for retirement. In this video, Peter with Richon Planning and Erin Kennedy break down those top regrets, including: 63% wished they had planned their investments to provide automatic income. 85% wished they had built their portfolios to deal with the unexpected, including inflation and market volatility. Another regret: not considering tax implications. It’s not too late to prepare for a happy retirement! If you’d like to talk with Peter about how to avoid these mistakes and how to create sustainable income in retirement, reach out by calling (919) 300-5886 or visit www.RichonPlanning.com
Biggest Retirement Regrets (and how to avoid them!)
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Understand Your Investment Options
A fundamental understanding of the different options you have available with your money will help you make more effective decisions about your placement of savings and investments, and what each dollar’s job is for you.
