Wes Moss Featured In The Street Retirement Daily Article

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Recently Wes Moss was featured in The Street: Retirement Daily article on Factors, Financial and Otherwise, That Can Lead to a Happy Retirement. Read the excerpted section of the article below.

A 2020 meta-analysis found that approximately 28% of retirees are depressed, a significantly higher number than the broader population, with the highest prevalence among those forced into retirement, either due to downsizing or illness. On the flip side, separate research from Age Wave and Merrill Lynch found that 76% of retirees reported often feeling happy, more than any other age group studied. This raises the question of what factors contribute to an individual having a happier retirement.

From his research, Fritz Gilbert, author of “The Retirement Manifesto Blog,” identifies three financial traits and six non-financial traits of happy retirees.

Financial Factors

Gilbert emphasizes that retirees tend to have at least $500,000 in liquid assets, a paid-off mortgage and multiple streams of income. He came to this conclusion upon reading — and subsequently citing — What the Happiest Retirees Know: 10 Habits for a Healthy, Secure, and Joyful Life by Wes Moss, a money educator and writer.

Read the full article here.

This information is provided to you as a resource for informational purposes only and is not to be viewed as investment advice or recommendations. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions. The views and opinions expressed are for educational purposes only as of the date of production/writing and may changwithout notice at any time based on numerous factors, such as market or other conditions.

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