What Are Clients' Biggest Retirement Worries?
Taylor Hammons, head of retirement plans at Kestra Financial, says "We saw four concerns during the pandemic: The first was, “Do we have an emergency savings account?” The second was: “Are we saving for retirement? Is it the right amount, with the right goals?” The third, which never has gotten any focus before, was, “What are we doing with our health savings accounts? Are we saving enough in our HSA account?” Then lastly, “what about our debt—student loans, mortgage, credit card debt?”
Barron's Advisor, July 8, 2021
