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Kiplinger
Kiplinger
Business
Andrew Rosen, CFP®, CEP

I'm a Financial Planner: These Are the Seven Tiers of Retirement Well-Being

An artsy presentation of the number seven.

In the field of psychology, Abraham Maslow's hierarchy of needs has long been used to explain what motivates human behavior — from basic survival to self-actualization.

What if that same concept were applied to financial planning? For individuals navigating retirement or preparing for it, understanding which financial needs matter most — and in what order — can be a game changer.

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