Do You Need a Mulligan?

In Behavioral Finance, Investment Planning, Retirement Planning by Landmark Financial Advisors, LLC0 Comments

I was raised to respect my elders and listen closely to their advice… there is much to be learned from their life experiences.

I could not resist posting the #1 answer to this question in a survey of adults over 60 years of age:

What, if any, of the following steps do you wish you had taken to plan and prepare for your senior years?

#1 Answer…. SAVE MORE MONEY by 45% of the survey respondents.

#3 Answer…. MAKE BETTER INVESTMENTS by 31% of the respondents.

The medical community won’t be surprised that the #2 answer was Taking Better Care of My Health.

It may not be too late for regret, so listen to your elders!

Source: The United States of Aging Survey Results 2014

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