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28 Don’t Make Me Say I Told You So
Financial Concerns Among Affluent Investors
Financial security in retirement 51%
Properly optimized portfolio taxes 46%
Portfolio strength during market downturn 42%
Long-term estate plan 40%
Over-spending 38%
Loss of wealth 38%
Children’s college savings 33%
Spoiled children 31%
Keeping up with others in close circle 27%
Financial organization 26%
Source: Personal Capital, 2017 A uent Survey Report
These people without plans, who really have no idea if their
money will last as long as they do, may live well in retirement
and have all the money they need. On the other hand, they may
face an awful day of reckoning when they realize that they have
exhausted their retirement savings and have to significantly
downgrade their lifestyle.
A Retirement They Didn’t Count On
Some people enter retirement without a solid financial plan
because they didn’t plan to retire when they did. With corporate
Chapter 1: The New Retirement
