Reading Time: 5 minutesTwo Kinds of Retirement Planning When you consult an advisor for retirement planning, it’s all about preparing financially for retirement. You want to ensure that, when you retire, you have adequate funds to maintain the lifestyle you desire for 10 to 40 years. The financial advisor will evaluate your assets, assess your income, and develop …
Reading Time: 4 minutesJoe’s Retirement Fantasy Joe got his dream. Then he wondered if he’d made the biggest mistake of his life. For years, Joe had dreamed about the day he’d quit work and retire. He met with his financial advisor well in advance, and together they worked out a financial plan to ensure he could retire when …
Reading Time: 4 minutesRetirement Has Changed—and So Must You It’s not your parents’ or grandparents’ retirement anymore. Back then, people expected to die within the first few years after retiring. Retirement used to mean slowing down until the end. Now it can last decades — and what you do with those decades matters. What will you do with …
Reading Time: 5 minutesWhy a Plan Matters (But Isn’t the Point) Most people think retirement planning is about money. While financial planning is important, the real challenge is navigating your mental and emotional transition. A comprehensive retirement plan considers the factors you’ll face during the retirement transition. It helps you to recognize, think through, and prepare in advance. …