My spouse and I are both 62 and eligible for early Social Security, but we can't decide whether to take it now or wait for full benefits, and every financial advisor gives us different advice based on different assumptions about how long we'll live and what the economy will do. We're paralyzed by trying to optimize a decision that depends on things we can't know.
More people experience this than they realize.
Two people are trying to make an irreversible financial decision based on unknowable future variables.
“Where Are You with Money in your 50s and 60s — the pre-retirement decade?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.