94%
of Retirement Realists aspire to
have realistic, achievable
financial expectations
You resemble a
Retirement Realist
You have your financial future in your sights, but like more than 3 in 4 Retirement Realists, you haven’t taken the next step of putting pen to paper with what your financial plan looks like.
Retirement Realists like you place a high priority on striking the right work/life balance, devoting time to family and having meaningful experiences.
The upside?
Your focus on family and striking the right work-life balance means that your priorities are clear and drive your decision-making.
The challenge?
You need to work past your feelings of fear about the future and start creating a more detailed retirement income plan that will identify your expenses in retirement—and find new ways to cover those expenses.
Here’s what you can do to start increasing your financial confidence today:
A financial professional can help you get over the hump and put a long-term strategy in place, which can help you prioritize what matters today and assuage any financial fears. Use this worksheet to identify your SMART financial goals, then share them with your financial professional.
Try the SMART Goals worksheet
Here are more ways for a
Retirement Realist to get started:
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