The LEARNING library

Surprises in Retirement

The Wall Street Journal just published a great article, “The Biggest Surprises in Retirement,” that resonated so deeply with us because these are the real-life stories we hear every week.  Clients often say they are surprised in retirement by:

  • How much more they are spending
  • How much more active they are
  • How much they are paying in taxes
  • How much longer they are living than anticipated
  • How much time they have that they don’t know what to do with
  • How much it costs for medical expenses