Most retirement advice stops at one question: do you have enough? It’s the right place to start. But a number can’t tell you when you’ll stop working, how freely you can spend, or what you want your wealth to do.

Our guide, 4 Secrets for a Happy Retirement1, covers four parts of planning that get less attention than the savings target.

Inside you’ll find:

  • How to plan backward from the life you want instead of forward from an account balance
  • Why 73% of retirees feel at least somewhat confident about their money but only 25% feel very confident, and what closes that gap
  • Why married households at 65 withdraw only about 2.1% of their savings a year, and how to tell prudent caution from underspending

A Quick Word About Zacks

Zacks Investment Management has been helping investors meet their financial goals since 1992. Currently we are entrusted with billions in assets by investors just like you. These people turn to Zacks because of our ability to create customized portfolios using strategies with a track record of success.