Tuesday, 11 August 2015

MAJOR FACTORS THAT MAY AFFECT YOUR RETIREMENT -Odunze Reginald C




 Image credited to abc.go.com

According to Emily Brandon in an article captioned   8 tips for people who will retire in 2015-Emily Brandon  “What you decide to do in retirement will have a big impact on your costs and quality of life.  "Certainly you will spend less on gas and don't have to spend as much on work clothes, but some people are also going to spend more money now because they have the time and don't just want to sit around the house," says Craig Schmith, a certified financial planner in Durham, North Carolina. "If you've got pent-up demand to travel, especially internationally, and you haven't had time to do that, you need to think about budgeting that in."

In article captioned  “4 dangerous assumptions that could hurt retirement plan” ,which appeared in Morning star,  Christine Benz noted that  ”Continued portfolio contributions, delayed withdrawals, and delayed Social Security filing can all greatly enhance a retirement portfolio's sustainability. Given those considerations, as well as the ebbing away of pensions, increasing longevity, and the fact that the financial crisis did a number  of setbacks on many pre-retirees' portfolios, it should come as no surprise that older adults are pushing back their planned retirement dates. Whereas just 11% of individuals surveyed in the 1991 Employee Benefit Research Institute's Retirement Confidence Survey said they planned to retire after age 65, that percentage had tripled--to 33%--in the 2014 survey. In 1999, just 5% of EBRI's survey respondents said they planned to never retire, whereas 10% of the 2014 respondents said that”.


Continuing Benz noted that “With that in mind, there appears to be a disconnect between pre-retirees' plans to delay retirement and whether they actually do. While a third of the workers in the 2014 survey said they planned to work past age 65, just 16% of retirees said they had retired post-age 65. And a much larger contingent of retirees--32%--retired between the ages of 60 and 64, even though just 18% of workers said they plan to retire that early. As Morningstar.com assistant site editor Adam Zoll discusses and observed  the following factors, -the variance owes to health considerations (the worker's, his or her spouse's, or parents'), unemployment, or untenable physical demands of the job, among other factors.”

The seven major factors that may affect your retirement are as follows:

1Not saving enough
Almost more than two third Nigerians of working populations do not have a pension account, including the informal sectors, those with various state governments and other categories too many to mention. Also the savings are not enough as people are not keying into voluntary contributions. What they contribute is basically not enough to carry them.

 

2 Investment decision Tom Macphail in 10 costly Pension Mistakes noted that “If you have a pension, have you ever reviewed it? Millions of people haven't. Moreover, recent research revealed more than two in five adults (41%) - 8 million people - cannot remember how their pensions are invested. Why is that alarming? Performance can vary quite dramatically across investments and even a seemingly small difference could have a significant impact on the size of your pot” Continuing he stated that these are just projections. Investments will not always go up in value, they also go down, so you could get back less than you invested; what is certain is that they won't perform as predicted. Also, these values are in today's terms, without considering inflation, which will reduce the spending power of your money over time “According to several researches, people invest for two basic reasons; they are follows, to make provision for old age and to be wealthy. Being wealthy is a function of the state of mind of the owner and the generosity of the individual.
So many people cling to their money as if their life depends on it. While some are willing to give almost half of their possessions but that is not our subject of discussion.
Venita Van Caspel according to schuller noted  while studying investment “heard a very startling statistics of every people reaching age 65, only 2 percent were financially independent” continuing  Schuller op cited opined that Venita was raised in a Christian home without money, which she claims gave a health respect  for a dollar.
From the startling revelation, it all means that many are bound to fail should they kept deaf ear to investment.
What the article is saying is that apart from your pension contribution, you can also embark on one or two investment instruments to protect your age.
And in embarking on investment, it is wise to consult the professionals in that field, these investment advisers, analyst are able to study investment trends and be able to make informed decisions to that effect.
3 Fraud   Schuller (1988:112) noted that success without social respect can be an ultimate and dismal failure.
Old age has one problem according to psychologist, it tend to make old people vulnerable to issues of money making, as they have dream idea of trying to achieve what they fail to achieve during their working career. They now want to achieve it     during old age and by so doing enter into one wrong investment decision or the other.
Whatever they have not achieve they tend to believe that retirement fund will afford them that opportunity, by so doing they enter into wrong hands who will fleece them of their hard earned money. The result is that most of the retirees return back to work in order to survive and enjoy their old age. But what these scammers do not know is that wealth do not bring happiness as it is stated in Ecclesiastics 5 verse 10-11 “ How absurd to think that wealth brings happiness, the more you have, the more people come to help you spend it and  continuing  in Ecclesiastics 5 verse 12, 14, it sates “ But the rich are always worrying  and seldom get a good night sleep” Riches are sometimes hoarded to the harm of the saver, or they are put into risky investment that turn sour and everything is lost”
And continuing in Ecclesiastics 5 verse 19 and 20, “And it is good thing to receive wealth from God and the good health to enjoy it” “To enjoy your work and accept your lot in life- that is indeed a gift from God, people who did this rarely look with sorrow on the past, for God has given them reason for joy”.
And so in making wealth, it is pertinent for us to have that God given joy that gives one  happiness- a lasting happiness.
Anything short of that may not augur well especially for con artist as Robert Kiyosaki in his book Rich dad Poor dad, noted that there are so many ways, one can be rich, and he included the following, through inheritance, playing lottery, investing or by being a crook or an outlaw but there is a price, you risk going to jail. Kiyosaki  (1995:351) continuing he stated that ‘A great story must interest , excite and cause people to look into the future and dream a little, there should also be integrity behind the story, because our jails are filled with great story tellers without integrity”.
4 Health
The desire of every pensioner is to take care of his or herself during old age, but is it  the  retiree financially stable to shoulder such responsibility , bearing in mind that the period 60 and above comes with various lingering issues including medical health problem.
The medical and health challenge is of varying dimensions, high blood pressure, stroke, obesity, heart attack, cancer of the breast, prostate cancer   that and other medical issues comes with old age.
With the developing state and coupled with the inability of the African governments to have a viable medical programme for old people as prevalent in other continents like Europe, North and South America, Asia , Australia etc. Africa countries with the exception of few African countries like South Africa, Egypt etc have not been able to develop a medical programme for old people and senior citizen. Even where it is said to be existing, there are bottlenecks, corruption and other vices militating against it.
So what do they do in such economy where there are little on non existing medical program for old people, what will the old people do in such a situation, will they resort to the little or no  contribution of their pension pot.

5 Alienating family member – One of the major disaster of retirement is a life of solitary confinement, human being are gregarious, people tend to be happy when they associate with like minds. Even on a cosmetic level, people that value association spends most of their valuable life Face booking and engaging in other social networks, and that has accounted for the increase in social networks channel.

It becomes more rewarding , when a retiree is in good relationship with family members especially their wives and children .The more a retiree stay connected to a happy love life, the better for him. In a research carried out in the United States has it that people tend to be happy when they are married than when they are not. And as they say that divorce is more devastating; coupled with the financial implications and the legal battle that comes with it. It went on to say that people are more likely to commit suicide when they are disconnected with their love life or life partner.  But I will also add that men are likely also to commit murder when they are disconnected from their love life and the emotional torture of such act can also drive them to take their own lives. 

6 Negative attitude
Maintain a positive attitude towards life and pension inclusive; according to book of job what people fear most always comes to them. And according to Robert Schuler, in his book , “the power of positive thinking “ he noted that  one of the basic ingredient of success is maintaining a positive outlook to life, believe that you will make and you will make it, believe that you will not , and you will definitely not”
Therefore maintaining a positive attitude in all aspect of life is pre requisite for all facets of life and Le Boeuf (1987:21) noted that “your world is a mirror and your mind is a magnet what you perceived in this world is largely a reflection of your own attitudes and beliefs. And life will give you what you attract with your thoughts. Think, act and talk negatively and your world will likely be negative. Think, act and talk with enthusiasm and you will attract positive results.

7 Marrying a new wife.

The danger of marrying new wives during retirement leads to the following Alienates the first wife and set aside the existing will as the law of interstate states that marrying new wife set aside the existing will. It will also brings collusion between family members, There is also the pressure of meeting up with financial and emotional needs of the new partner, and the extreme part is meeting the sexual needs of a teenager have driven most men to a point of taking sexual enhancing drugs, and these drugs increases the risk of high blood pressures , hypertension and even stroke.
And according to Eileen Sweeney (1979:31) in her book titled “Another country” Sweeney noted that “marriage was something more rounded than mere infatuation, and once a man had built his home, things were different with him. He must still need his home and would never be the same without it”


Odunze Reginald is the Lead Consultant, Chareg Consulting, a management consultant,  a social media consultant and social marketing consultant , you can visit our twitter anchor @regydunze, find us on Facebook @ Reginald odunze and reginaldodunze.com, at google+ @ Reginald Odunze and at Linkedin@reginald odunze.


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