Recently, I delved into the 2024 Fidelity Retirement Report, marking the 19th year of Fidelity’s dedication to providing financial knowledge and education. This annual report underscores Fidelity’s commitment to helping individuals achieve their financial goals through informed planning.
One of the standout messages from this year’s report is the critical role of working with a Financial Advisor. Whether your goals are short-term, long-term, or focused on retirement, a solid financial plan is essential. The 2024 Fidelity Retirement Report highlights that investors who collaborate with a Financial Advisor tend to be more confident and are more likely to achieve their desired retirement lifestyle.
Here are some key insights from the report:
- 95% of retirees with a written financial plan felt financially prepared when they retired.
- 78% of pre-retirees with a written financial plan felt financially prepared for retirement.
These statistics clearly illustrate the value of having a written financial plan and the benefits of professional financial advice. Working with a Financial Advisor can provide the guidance and support needed to navigate the complexities of financial planning, ensuring you are well-prepared for the future.
If you’re looking to build a robust financial plan, consider reaching out for assistance. We are here to help you achieve your financial goals and secure your retirement.
For more detailed insights, I encourage you to explore the full 2024 Fidelity Retirement Report here: https://go.fidelity.ca/retirement