Retirement blind spots

Overcome retirees’ financial biases

Clients want to make logical investment decisions. But research shows it’s actually harder than it looks. Subconscious biases and old habits cloud their judgment and lead to common pitfalls in retirement planning.

When we understand these pitfalls, we can help. So, what are some frequent blind spots?

• Are your clients savings obsessed? A lifetime of saving money can be a hard habit to break. How does that impact retirees’ lifestyles?
• Are your clients banking on best-case scenarios? People often don’t plan for the good and the bad—or accept that life doesn’t always unfold according to plan.
• Do your clients jump at the first option presented? It’s important to pause and explore a variety of options. Defaulting to the first choice could leave the most beneficial one on the table.

Download the white paper and learn how to help clients overcome these common mistakes and live the retirement they deserve.