National Retirement Security Month: A time for pre-retirees to come up with a ‘formal written plan’

October 29, 2024 by Lynn Cavanaugh

October is National Retirement Security Month, a time for financial advisors to encourage consumers nearing retirement to take actionable steps toward their future financial security – and that means help them come up with a formal written retirement plan. Six in 10 retirees and pre-retirees say they would be willing to pay $100 or more for a comprehensive analysis of their financial situation, including what is needed to save for retirement and where to invest their savings, according to LIMRA research.

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Originally Posted at Benefits Pro on October 28, 2024 by Lynn Cavanaugh.