The 7 deadly sins of retirement planning – BenefitsPro


Here’s how advisors can approach a conversation with someone who suddenly realizes (or might not yet realize) they’re not prepared for retirement.

signpost with arrows labeled with 7 deadly sins (Photo: Shutterstock)

You’ve heard of the Seven Deadly Sins. They have been around forever. In case you have forgotten, they are Lust, Gluttony, Greed, Sloth, Anger, Envy and Pride. Each plays a role when your client suddenly finds themselves unprepared for retirement.

Let’s look at them in a different order, because some are more obvious than others

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