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9 Myths Investors Believe About Retirement

6/20/2017

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Investors tend to have expectations in retirement that may be unrealistic.  According to The Wall Street Journal, there are 9 myths that some investors believe will be true that if end up not happening can cause a retirement plan to completely fall apart.  These 9 myths are:

  • Myth #1: “I’m going to work in retirement.”
  • Myth #2: “My home is my safety net.”
  • Myth #3: “I can live on 70% or 80% of my pre-retirement income.”
  • Myth #4: “My taxes will go down in retirement.”
  • Myth #5: “I’m comfortable with debt.”
  • Myth #6: “My spouse is taking care of everything.”
  • Myth #7: “I’m going to get an inheritance.”
  • Myth #8: “I’m going to get a pension—and it’s safe.”
  • Myth #9: “I won’t need long-term care.” 

​Investors want to believe these myths will be true so they can have the retirement they really want.  It is our job and fiduciary duty at The Legacy Council to analyze our clients' real needs and wants for retirement and show them a realistic plan for their future.  Call us at (513) 442-2000 for your complimentary retirement analysis today!  


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1376 State Route 28 Suite 1B Loveland, OH 45140      Office (513) 442-2000      Jack Seitz (513) 616-0094      Justin Seitz (513) 377-0228
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This website is a solicitation of insurance and financial products.  By providing us with your contact information you agree that a licensed insurance advisor may contact you via telephone, mail or email to answer your questions and provide additional information about Medicare plans, Life Insurance, Health Insurance and/or Retirement Planning.  Any guarantees mentioned are backed by the financial strength and claims paying ability of the issuing insurance company.  Information provided is not intended as tax or legal advice and should not be relied on as such.  Neither The Legacy Council, nor Jack or Justin Seitz are affiliated with or endorsed by the Social Security Administration or any other government agency.  We do not offer every Medicare plan available in your area.  Any information we provide is limited to those plans we do offer in your area.  Please contact Medicare.gov or call 1-800-MEDICARE to get information on all your options.
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