Mastering Money in Retirement

Mastering Money in Retirement

30% – Portion of financial planners who said their clients’ top retirement fear was running out of money.

28% – Portion who said their clients most feared not being able to maintain their current lifestyle.

18% – Portion who said health care cost was their clients’ top concern.

50% – Portion who said their clients were more confident about retirement compared to 2013.

33% – Portion who said their clients were less confident about retirement compared to 2013.

Source:  AICPA survey of 631 CPA financial planners in 2018