Top 5 Goals of Retirees

Middle-income retirees (those with a household retirement income of $25,000 to $75,000 per year) were asked to rank the top 5 goals they want to accomplish over the next three years.  Here’s how their top goals stack up:

  • More travel before it’s too late, perhaps to Asia or South America
  • Stay healthy enough to stay out of a nursing home
  • Stay fit enough to enjoy life and keep up with the grandkids
  • Adapt home to current lifestyle and needs
  • Spend as much time as possible with the grandkids

Retirees surveyed also said health issues were more significant than anticipated.

55% said healthcare was costing them more than expected, and they regretted not making healthcare savings a bigger priority prior to retirement.

21% said they wanted to be in better health.

15% said they wanted to be more physically fit.

36% said they intend to focus on health and wellness in retirement.

18% said they had dealt with unplanned health issues since retiring.

The survey was conducted in April 2012 by The Blackstone Group.


About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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