New data shows a clear link between retiring with confidence and having a financial plan. In this video, Peter with Richon Planning and Erin Kennedy break down a recent study that found only 19% of adults have a retirement strategy in place — but those who work with a financial professional are twice as likely to save, plan, and feel confident about reaching their goals (84% vs. 58%).

 

They also discuss other key insights from the 2025 Wealth Watch including:
 Why are fewer Americans saving for retirement?
 How can a financial plan help you stay ahead of inflation and debt?

 Source: New York Life Wealth Watch 2025

If you would like help creating a financial plan that will help you retire with more money and more confidence, reach out to Peter by calling (919) 300 - 5886 or visit www.RichonPlanning.com