The rich or not-so-rich, share the common concern of running out of money in retirement. This seems to be a major concern for 57% of clients, according to results of an AICPA Personal Financial Planning Trends Survey .
There are high levels of concern over adequate retirement funding, as indicated by the survey, suggesting demand is up for retirement peace of mind for those who are uniquely qualified to provide.
There are four factors that are causing the most stress for clients included healthcare costs (76%), market fluctuations (62%), lifestyle expenses (52%) and unexpected costs (46%), such as care for aging relatives, diminished capacity, divorce, job loss or an adult child returning home.
These situations can possibly be put into perspective for clients with appropriate help of a financial professional. For assistance with finding an appropriate financial advisor give us a call, we work with a number of professionals that may be the right personality fit for your personal needs.