Top Wealth Management Advisor Reveals Why People Fail at Retirement in Newly Released Book, “Retirement Fail”

MCLEAN, Va., April 03, 2018 -- Recognizing the significant role emotions play when making financial decisions and the exponential benefits of identifying potential pitfalls to better manage assets, wealth advisor Greg Sullivan, President & CEO of Sullivan Bruyette Speros & Blayney (SBSB), shares real-life stories for others to garner insight with his new book, “Retirement Fail: The 9 Reasons People Flunk Post-Work Life and How to Ace Your Own” (Wiley, 2018), now available. With “Retirement Fail,” Sullivan illuminates the potential financial pitfalls people can encounter and how they can come out on the other side.  His first-person perspective, gleaned over his 35-year career in successful investment management and financial planning, highlights workable solutions and offers warnings for avoiding losses.

“My hope with ‘Retirement Fail’ is that it helps people to see how their decisions, which are based on emotions and not aligned with their values and goals, can compromise their retirement. When armed with an appreciation for the potential pitfalls, they can craft a plan that leads to retirement prosperity,” explained Sullivan. “Throughout my career, I have seen how even the ‘best of the best’ can fall short of their potential in retirement, but for those that have a better understanding and a true awareness of the challenges that lie ahead, they are better equipped to make smarter decisions along the retirement path.”

Sullivan notes, it is not poor portfolio performance, but it is the emotional decisions or life events, such as buying vacation homes, supporting adult children, or a sudden illness that can cause major problems. “Retirement Fail” includes stories everyone can relate to, along with workable solutions and warning signs to avoid losses.

“The average person spends more than 50 years of his or her life working, and many of those years saving for and preparing for retirement. Greg’s book serves as a guide to avoiding behavioral and lifestyle mistakes that can trip us up, and frankly, are easy to make. This book opens our eyes to how much of our retirement success is truly within our own control,” said Bernie Clark, Executive Vice President, Advisor Services, Charles Schwab & Co.

“Retirement Fail” Highlights:

• Nine common pitfalls that trip up otherwise well-prepared retirees, encouraging individuals to think through decisions and set a course aligned with values and ultimate goals.
• Goes beyond traditional financial advice, using personal stories to illustrate how others have become mired in—or solved—common financial dilemmas.
• Creates a valuable framework to chart a path or begin conversations with advisors and family to protect financial independence.

“Retirement Fail” is available now on Amazon at: http://amzn.to/2uhqfKW

AUTHOR:  Greg Sullivan, President & CEO of Sullivan Bruyette Speros & Blayney, has a distinguished career providing financial advice to high net worth and ultra-high net worth clients. His 35 years of successful investment management and financial planning experience, coupled with his thoughtful client service approach, has earned him a reputation for being a respected, sought-after wealth management advisor. He is frequently called upon to share his insights through media commentary, published articles and speaking engagements. As author of “Retirement Fail” (Wiley, 2018), he sheds light on the potential financial pitfalls individuals may encounter when making life decisions and he provides practical insight on how to protect retirement assets.

Sullivan, Bruyette, Speros & Blayney, LLC is an SEC-registered investment advisor.

Greg Sullivan Photograph (Download): http://bit.ly/GregSullivanPhoto

MEDIA CONTACT: Susan E. Jacobsen
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