8 Ways Boomers Waste Their Retirement Money

Underestimating Healthcare Costs:

Not planning adequately for healthcare expenses can lead to financial strain later on, especially considering potential long-term care needs.

Overlooking Budgeting: 

Failing to create and stick to a budget can result in overspending and a depletion of retirement savings.

Misjudging Social Security Benefits: 

Claiming Social Security benefits too early can reduce monthly payments significantly over time.

Failing to Diversify Investments: 

Over-relying on a single investment or asset class can increase risk and limit potential returns.

Ignoring Tax Efficiency: 

Not optimizing tax strategies can result in paying more taxes than necessary, reducing overall retirement income.

Being Overly Generous: 

While it's natural to want to help family members financially, being overly generous can deplete retirement savings quickly.

Underestimating Longevity: 

Living longer than expected without enough savings can lead to financial difficulties in later years.

Not Having an Estate Plan: 

Failing to have a will or estate plan can result in higher probate costs and difficulties in distributing assets as desired.