Emotional Readiness and Health Expenses
Are Key Issues in Retirement Preparation

The Financial Planning Association® (FPA®) and the Journal of Financial Planning—with support from Finance of America—are pleased to release the 2025 Trends in Retirement Planning survey report, which provides a look at the evolving challenges and priorities shaping retirement. 

Based on feedback from 167 financial planners, the report suggests that planners are positive about their clients' financial readiness, but many are concerned about the emotional and lifestyle adjustments of retirement. Rising healthcare costs and the challenge of saving enough for a long retirement are also major risks.

The 2025 Trends in Retirement Planning survey report is a valuable resource for financial professionals looking to enhance their approach to retirement planning and better support their clients.