Retirement planning used to be easy. Ten years ago it was a simple mathematical calculation that you could apply across the board to just about everyone. But today, with so many different visions, versions and variables impacting each client, retirement planning has become both a financial planning puzzle and an emotional minefield. To navigate this minefield you need to know both the client’s financial situation as well as their hopes, attitudes and expectations about retirement.
Earlier this summer, AARP released the latest version of their “Baby Boomers Envision What's Next?” survey. In it they define five distinct segments of the baby boomer market that each demonstrate unique attitudes, expectations and behaviors toward retirement.
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