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Living in Retirement

As a whole, people are worried about health expenses, Social Security and simply running out of money.1

    31% agree that running out of money during retirement is their top concern.

    27% are most concerned about health and medical expenses.

    15% are most concerned about changes to Social Security that could lead to a reduction or delay in benefits.

     

    Living in Retirement

     

    How can you help your clients address longevity, inflation and volatility risks?

    Converting a lifetime of savings into a potential income stream for retirement can be challenging. Clients have different types of expenses in retirement. Some are less impacted by inflation, such as a fixed mortgage. Other expenses are sensitive to inflation, for example, health care. As you discuss this phase of retirement, consider matching different expenses with different investments.