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Managing Five Key Financial Risks To Retirement | Insights Live | Fidelity Investments
Learn about five key risks that may impact your retirement goals as well as strategies for handling each of them. Join the Insights from Fidelity Wealth Management® team as we discuss this important topic. You’ll learn strategies to help manage these common risks by establishing reliable income sources, estimating your expenses, creating a withdrawal strategy, and more. We’ll also reserve some time for viewer questions.
Here are the five specific risks we’ll cover:
• Increasing health care costs: Review options, including long-term care considerations
• Longevity: Learn planning strategies that may help support income throughout retirement
• Inflation: We’ll discuss cash management, tax considerations, and assets that have historically helped hedge inflation
• Improper asset allocation: Evaluating whether you’re too conservative or aggressive in your long-term plan
• Lack of a spending plan: Learn to estimate your expenses and create a plan that balances your retirement vision with a sustainable withdrawal rate
Questions? Drop them below 👇 and we’ll reply right in the comments.
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