Certified Financial Planner Board of Standards Inc.

03/26/2026 | Press release | Archived content

The Biggest Silent Expense in Retirement — and How to Prepare for It

High net worth individuals often cite taxes as one of their biggest concerns in retirement, with a 2025 Northwestern Mutual study identifying tax impact as a major unanswered question. CFP Board Ambassadors Elaine King Fuentes, CFP®, Spencer Betts, CFP®, Jeremy Shipp, CFP® and Charles Sachs, CFP®, noted that taxes can be a significant but sometimes overlooked factor in retirement planning and emphasized the importance of thoughtful, proactive strategies.

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MarketWatch
Shelby Fishman March 26, 2026
Certified Financial Planner Board of Standards Inc. published this content on March 26, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on April 02, 2026 at 17:40 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]