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Being Forced to Retire is Common

A recent survey by Edward Jones and financial advisers across the industry report that 40% of their retired clients were forced into retirement. Further, 97% of the advisers surveyed agreed with the statement that retirement involved more surprises and challenges than their clients expected. The biggest financial shocks for retirees were cost-of-living increases (29%), having to provide financial assistance for family or friends (26%) and the declining value of investments (26%), the survey found. Jessica Hall’s piece here notes the decision on when to begin Social Security remains paramount for most. Taking stock of recent spending and rebalancing investments is key. Full piece here.

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