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Retirees Money Mistakes: Six Pitfalls to Avoid Now
Retirement expert Julia Valentine outlines six common errors: taking advice from friends over professionals, underestimating inflation, spending too quickly in early retirement, lacking a formal plan including estate and budget, misallocating assets over time, and neglecting financial scams. The piece cites unclaimed property totals, unclaimed 401(k) assets, and scam victim rates to stress risks retirees face.
MENTIONED IN THIS ARTICLE
Julia Valentine
National Association of
U.S. Department of Labor
Investor Protection Trust
MetLife Mature Market Institute