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Cognitive decline and retirement

How would you rate the following threats to your retirement financial security?

Inflation
An economic recession
Healthcare costs (health insurance, prescription drugs, surgeries, out of pocket expenses, etc.)
Long-term care expenses (assisted living, nursing home, in home care, etc.)
A major health event, e.g., heart attack or cancer diagnosis
Cognitive decline/dementia/Alzheimer’s
Major downturn in financial markets
Outliving my savings
What is your most feared health condition later in life?
In the last 12 months, have you spoken with any family member about the potential risks to their or your financial security posed by cognitive decline?
What steps have you taken to protect YOURSELF from the financial risks associated with cognitive decline?

What steps have you taken to protect YOURSELF from the financial risks associated with cognitive decline?

  • ☐Designated a trusted individual as my Power of Attorney
  • ☐Done a credit freeze
  • ☐Used fraud monitoring or identity theft software
  • ☐Taken a cognitive test
  • ☐Automated my bill payments
  • ☐Purchased an annuity or some other form of protected income
What steps have you taken to protect an OLDER FAMILY MEMBER from the financial risks associated with cognitive decline?

What steps have you taken to protect an OLDER FAMILY MEMBER from the financial risks associated with cognitive decline?

  • ☐Served as their Power of Attorney
  • ☐Done a credit freeze for them
  • ☐Installed fraud monitoring or identity theft software
  • ☐Encouraged them to take a cognitive test
  • ☐Helped them with bill pay
  • ☐Helped them manage their investments
  • ☐Talked to them about not giving money to strangers
  • ☐ Purchased an annuity or some other form of protected income for them
In the last 12 months, have you spoken with any financial professional you work with about the potential risks to your financial security posed by cognitive decline?
Who brought up the subject of cognitive decline?
Did your financial advisor make any specific product recommendations, and/or make other changes to your account, following this discussion?
Would you like to have a discussion with your financial advisor about the financial risks associated with cognitive decline?
Why do you prefer not to discuss cognitive decline with your financial advisor?

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