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01 May
Breaking Free: Why You Shouldn’t Rely on Financial Benchmarks for Retirement Planning
Why You Shouldn’t Rely on Financial Benchmarks for Retirement Planning

By Colleen Weber, CFP®, CPA

Forget cookie-cutter approaches—they’re for baking, not retirement planning.

The reality is that there is hardly ever a universal standard that fits everyone’s retirement goals and needs. The financial benchmarks you see online are data-driven and lack the personal touch needed for real-life situations. They don’t account for individual circumstances, feelings, or financial obligations.

To avoid relying on generic benchmarks, I’ve put together some tips to help you plan for retirement based on your unique situation and steer clear of one-size-fits-all retirement models.

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