DFS Marketing releases book to empower successful retirement planning

The new e-book from DFS Marketing, 6 Retirement Pitfalls and How to Avoid Them, will equip readers to make responsible decisions about their retirement.

DFS Marketing is empowering those planning for and nearing retirement to make sound financial decisions through its new e-book 6 Retirement Pitfalls and How to Avoid Them. Download the free e-book and learn how to overcome the greatest adversaries of long-term financial security. 

Retirement planning is a hot topic — 700,000 people will reach retirement age in 2022, and nearly 70 million people are accessing Social Security benefits. Yet 22 percent of Americans have saved less than $5,000 for retirement, and 15 percent have no savings. 

In addition, more than a third of Americans don’t feel they know enough about retirement, but only 38 percent worked with a financial advisor in 2021. Financial literacy is more important than ever, making it essential for workers to research investment options and take control of their retirement planning.

6 Retirement Pitfalls and How to Avoid Them

DFS Marketing gathered the six retirement pitfalls outlined in this new e-book through a collaboration with insurance agents and financial advisors. Its goal is to arm readers with the information necessary to navigate the challenges of planning for retirement.

The e-book, written by DFS Marketing Business Operations Manager Chris Knight and General Manager Jamie Eisenman, includes an overview of each pitfall, sample situations, definitions of key financial terms, and worksheets. The six retirement pitfalls to avoid are:

1.Time: The “Fragile Decade” — the five years leading to retirement and the five years immediately after — are the most important when determining whether a retiree has saved enough money.
2. Fees: Over time, even small annual fees can impact a retirement account’s net worth in a significant way. This section also looks at whether higher investment fees lead to higher returns.
3. Inflation: Rising prices in the wake of the COVID-19 pandemic have retirees concerned, but a diverse portfolio of stocks and real estate, for example, can help combat inflation.
4. Market Volatility: Taking more control of a wealth strategy and planning for the worst-case scenario today can provide sizable control over wealth later in life.
5. Long-Term Care: It’s essential to consider long-term care in retirement planning. Some insurance-based options include tax deferral and death benefits.
6. Healthcare: While many retirees plan for utility bills, groceries, insurance, and other necessities, they often fail to set money aside for future medical expenses.

About DFS Marketing

DFS Marketing works with independent financial advisors and insurance agents who sell fixed index annuities to pre-retirees and senior adults. Its webinar series “How to Sell in a Bear Market” offers a range of support and covers topics such as which products provide the best value for clients and tips for annuity advisors.  

In addition, DFS Marketing’s My Retire iQ website gives a free retirement health assessment so workers can determine their financial risks. Users simply complete a brief questionnaire and receive a custom 16-page report that outlines their retirement health and areas of concern and enables them to make data-driven decisions about their financial planning.


DFS Marketing is making it easy to gain financial literacy and grow long-term wealth. Armed with My Retire iQ and the new e-book, 6 Retirement Pitfalls and How to Avoid Them, pre-retirees can make informed decisions about their financial planning, overcome common adversaries, and confidently retire.

Media Contact
Company Name: DFS Marketing
Contact Person: Chris Knight
Email: Send Email
Phone: 855-740-3140
Country: United States
Website: https://dfs-marketing.com