This Is The No 1 Financial Priority For Retirees   

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Clasmatic

By: Savardekar

1. Planning for future health and long-term care need Retirees who cite this as a top longer-term financial planning priority: 48%

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2. Saving and investing for retirement Retirees who cite this as a top longer-term financial planning priority: 32%

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3. Being able to leave an inheritance (tie) Retirees who cite this as a top longer-term financial planning priority: 31%

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4. Developing a strategy for drawing income in retirement Retirees who cite this as a top longer-term financial planning priority: 31%

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5. Creating a will, trust or estate plan Retirees who cite this as a top longer-term financial planning priority: 27%

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6. Developing a strategy for reducing debt Retirees who cite this as a top longer-term financial planning priority: 22%

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7. Planning for charitable giving Retirees who cite this as a top longer-term financial planning priority: 11%

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8. Purchasing life insurance Retirees who cite this as a top longer-term financial planning priority: 7%

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9. Purchasing a home Retirees who cite this as a top longer-term financial planning priority: 6%

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10. Finding/engaging a personal financial adviser Retirees who cite this as a top longer-term financial planning priority: 3%

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11. Saving for a child’s education (tie) Retirees who cite this as a top longer-term financial planning priority: 2%

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12. Starting a business (tie) Retirees who cite this as a top longer-term financial planning priority: 2%

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13. Establishing/growing a family Retirees who cite this as a top longer-term financial planning priority: Less than 0.5%

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