Our Q1 2026 survey finds that healthcare costs ranks as retirees’ top financial worry for 2026, followed by “not having enough money to maintain lifestyle” and “unexpected expenses.” The survey also reveals that many retirees wish they had worried less about money and find themselves busier than expected in retirement.

This report summarizes findings of our Q4 2025 survey conducted to better understand the different views of what constitutes a “successful” retirement. Over 891 individuals participated, with the happiest participants in our study emphasizing the need to balance money, health, family and personal interests as a path to a more fulfilling retirement.