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Market swings, inflation headlines, and confusing statements are leaving many investors unsure if they can still retire as planned. A complimentary second opinion could be the clarity you didn’t know you needed.
Retirement Anxiety Is Real - Even for High Earners
Many Americans are grappling with retirement uncertainty. Nearly 64% worry more about running out of money than death, according to the 2025 Allianz Annual Retirement Study*, highlighting the stress around savings, rising costs, and rising life expectancy.
Even among those with retirement accounts, confidence varies drastically when goals and reality collide. The truth is that feeling uneasy doesn’t always mean your plan is flawed but it can be a sign that assumptions and strategies are worth checking ahead of time.
Your Portfolio Might Look Fine - But Is It Aligned with Your Goals?
A retirement portfolio can show growth on paper and still miss the mark in real life. A few common issues we see when reviewing plans:
A second opinion with a professional can help highlight blind spots and provide additional perspective before decisions are made.
Market Volatility Doesn’t Have to Dictate Your Retirement Future
One of the biggest myths about retirement planning is that near-term market swings are a signal to panic. In reality, well-constructed plans can help anticipate volatility and manage it through disciplined, long-term strategies.
Your retirement isn’t a short sprint tied to the latest headline - it’s a marathon. With the right framework, you can stay on course even when the news makes you nervous.
Why a Complimentary Second Opinion Matters
Even successful investors can benefit from a professional review – especially when the stakes are high.
Would you like to:
*Complimentary reviews are general in nature and are not intended to be individualized investment advice.
Take the Next Step
Feeling uncertain isn’t a weakness, it’s an opportunity to improve your understanding of your plan. Contact us for a complimentary financial review to get a second opinion on your retirement plan. The JL Bainbridge team will walk through your current investments, discuss general considerations related to goals, and timeline and give you a fresh perspective on your retirement readiness.
Disclosure:
Americans Are More Worried About Running Out of Money Than Death | Allianz Life – A consumer Study published April, 2025. This survey reflects respondent opinions and does not predict individual outcomes.
The views and opinions expressed in this article are those of JL Bainbridge and are subject to change and reflect our judgment as of the publication date.
Financial reviews are for informational/educational purposes only and do not constitute personalized investment advice. Investment advice is only available to those who become a client through written agreement
JL Bainbridge is a registered investment adviser. Registration with the SEC does not imply any level of skill or training. JL Bainbridge is not a broker-dealer and does not offer tax or legal advice. Please consult your tax or legal professional for assistance regarding your individual situation. For more information about our firm and our investment adviser representatives, please review our Disclosure Brochure (ADV Part 2A), Privacy Notice, and Relationship Summary (Form CRS) at jlbainbridge.com or reference the SEC website for more information on the firm and its advisors at: https://adviserinfo.sec.gov/firm/summary/108058.
Investing involves risk, including the potential loss of principal. Market conditions and events can cause stock prices to fluctuate rapidly and unpredictably. Past performance is not indicative of future results. AD25