Nine of the Biggest Regrets I See as a Financial Planner

Check out this list of common regrets among older people and see if there’s something you can address in your own life while there’s still time.

A woman puts her hands on her head and leans back on her sofa in a gesture of regret, her laptop sitting nearby.
(Image credit: Getty Images)

The old adage is to live with no regrets. It is a great mantra, to be honest, and I firmly believe that we regret the things we don’t do much more than the things we do. Thinking back on my life thus far, this holds true. I have two large regrets, if I think about it quickly. 

First, I regret not doing study abroad in college over winter break, as I sat home and missed out on the experience of a lifetime. Second, I definitely regret not having those heart-to-heart father-son conversations with my old man before he passed prematurely. Thinking about these regrets often is the impetus of today’s article.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Andrew Rosen, CFP®, CEP
President, Partner and Financial Adviser, Diversified, LLC

In March 2010, Andrew Rosen joined Diversified, bringing with him nine years of financial industry experience.  As a financial planner, Andrew forges lifelong relationships with clients, coaching them through all stages of life. He has obtained his Series 6, 7 and 63, along with property/casualty and health/life insurance licenses.