Boldin Survey Reveals End-of-Year Planners Have High Confidence and Anticipate Same or Greater Wealth at Longevity; Nine Out of Ten Retirement Planners Agree That Insight Into Year-End Financial Picture Fuels Confident Decision-Making

Key Takeaways

❇️ Among retirees and retirement planners surveyed, 99% conduct year-end planning, and a majority review their plan multiple times throughout the year.

❇️ Nine out of ten (92%) of respondents said that annual or more frequent reflection on their big-picture financial goals and progress towards them significantly increases their confidence.

❇️ Nearly 80% of retirement planners complete end-of-year planning activities to increase confidence in their plan; less than half (43%) said they do so to build more wealth over time.

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