Why a Financial Plan Matters More Than Ever for Retirement Readiness
Update: 2025-09-06
Description
New data shows a clear link between retiring with confidence and having a financial plan. In this video, Peter with Richon Planning and Erin Kennedy break down a recent study that found only 19% of adults have a retirement strategy in place — but those who work with a financial professional are twice as likely to save, plan, and feel confident about reaching their goals (84% vs. 58%).
They also discuss other key insights from the 2025 Wealth Watch including:
Why are fewer Americans saving for retirement?
How can a financial plan help you stay ahead of inflation and debt?
Why are fewer Americans saving for retirement? How can a financial plan help you stay ahead of inflation and debt?
Source: New York Life Wealth Watch 2025If you would like help creating a financial plan that will help you retire with more money and more confidence, reach out to Peter by calling (919) 300 - 5886 or visit www.RichonPlanning.com
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