Caught in a ‘Financial Vortex’: Why Retirement Expectations Often Fall Short of Reality
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Are You Preparing for Retirement?
The financial vortex refers to competing financial priorities and life events that can throw us off course as we're preparing for retirement. In our survey, 43% of current workers indicated that at some point they needed to take time away from the workforce to care for a family member. A lot of retirees have to think about when am I going to retire? How much do I need to save?"
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