LibraryScenariosHow financial dependence creates retirement vulnerability
Scenario

How financial dependence creates retirement vulnerability

My financial advisor died suddenly and I have no idea what investments I own or how to manage them and I am too embarrassed to ask for help.

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More people experience this than they realize.

What we've seen

The delegation of financial knowledge creates dangerous gaps in self-sufficiency that become crises when relationships end.

Ideas that help explain it
Worth thinking about

“Where Are You with Money in retirement — making it last?”

If this sounds familiar, the Library can help you find the bigger picture.