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Kiplinger
Kiplinger
Business
David Blanchett, PhD, CFA, CFP®

What You Expect in Retirement vs What You Get: Where Reality Can Surprise You

An older woman in her living room looks surprised.

When and how we each eventually retire can have significant implications on our financial situations during retirement.

Here, I’ll review three key gaps that exist when it comes to retirement expectations, primarily leveraging data from EBRI’s 2025 Retirement Confidence Survey (RCS):

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