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2022 Fidelity Investment Data Reveals Losses for Retirees


This video discusses retiree's investment losses so far in 2022, using the Fidelity Age Based Funds (called the Fidelity Freedom Funds) for those who retired between 2010 and 2020 as a benchmark. The video also discusses what things look like for those close to retirement using the Fidelity Freedom Fund 2025. As the largest 401k provider in the world, Fidelity has over $11 trillion of assets under management. This data gives excellent insight into just how big the 2022 losses are for retirees who are invested in these and other similar types of investments. The video concludes with what to do in a bad market and Geoff discusses his own actions in difficult market conditions such as these. FREE Retirement Ready Checklist: Holy Schmidt Book Club: Important Links: Follow Me on Instagram: Geoff's Facebook Page Federal Reserve Board Survey of Consumer Finances: Social Security Administration Application for Benefits Current Social Security Cost of Living Adjustment Social Security Payment Estimator THE CHANNEL’S MOST POPULAR VIDEOS Should You Take Social Security at Age 62 and Invest it? 7 GOOD REASONS to File for Social Security Benefits at Age 62 Average Retirement Savings by Age 60. Are You Almost Ready to Retire?!? The BEST AGE to File for Social Security Retirement Benefits 3 Social Security "Little Known Facts" That Are REALLY Important Disclaimer: this video is for educational and entertainment purposes only and is not meant to be a substitute for legal, accounting, tax, or professional advice. If you have any specific questions about any legal, accounting, tax or other professional service matter you should consult the appropriate professional services provider....(read more)



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Retirement is supposed to be a time of financial freedom and stability, but unfortunately, that may not be the case for some retirees in 2022. According to recent data from Fidelity, many retirees suffered significant investment losses in the past year, leaving them with less money to support themselves in their golden years. The data from Fidelity reveals that retirees aged 65 and older who have been investing with the company for at least 10 years saw their average account balances decrease by 10% in 2021. This is a stark contrast to the average increase of 21% that these same retirees saw in 2020. This decline in retirement savings can be attributed to a number of factors, including market volatility, inflation, and supply chain disruptions caused by the COVID-19 pandemic. The past year has been particularly challenging for investors, as the stock market has experienced significant swings and unpredictable fluctuations. Retirees who were heavily invested in the stock market likely felt the impact of these changes more strongly than those with more diversified portfolios. With the unpredictability of the market, it's important for retirees to be cautious and conservative in their investment choices. Of course, investment losses aren't the only concern for retirees. Rising healthcare costs and other expenses can also put a strain on retirement savings. It's important for retirees to budget carefully and plan for unexpected expenses in order to avoid running out of money during their retirement years. Despite these challenges, there are steps that retirees can take to minimize their investment losses and protect their retirement savings. One of the most important is to work with a financial advisor who can help them navigate the complex landscape of retirement planning and investing. Retirees should also consider diversifying their portfolios and investing in a mix of different assets, such as stocks, bonds, and real estate. This can help to reduce risk and protect against market volatility. Overall, the news of investment losses for retirees in 2022 is certainly concerning. However, with careful planning and a conservative approach to investing, retirees can still achieve financial stability and security in their golden years. https://inflationprotection.org/2022-fidelity-investment-data-reveals-losses-for-retirees/?feed_id=86808&_unique_id=64359821c3fc0 #Inflation #Retirement #GoldIRA #Wealth #Investing #fidelityfreedomfund #fidelityfreedomfund2010 #fidelityfreedomfund2020 #fidelityfreedomfund2025 #retirementportfolio2022 #retirementportfoliolosses2022 #retiringin5years #retiringinabadmarket #retiringintwoyears #whattodoinabadmarket #SpousalIRA #fidelityfreedomfund #fidelityfreedomfund2010 #fidelityfreedomfund2020 #fidelityfreedomfund2025 #retirementportfolio2022 #retirementportfoliolosses2022 #retiringin5years #retiringinabadmarket #retiringintwoyears #whattodoinabadmarket

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