Key Steps in Retirement Transition

When preparing for retirement the last 10 years prior is the time to begin preparations. Experience teaches that ‘time flies faster’ as you approach retirement! Now is the time to discuss with your partner your dreams for retirement.  Discuss what you think you will need for lifestyle and what your new life activities will include – beyond golf! Remember that retirement is an ‘avocation’ not a ‘vacation’, a time to fulfil your dreams and live the life of your choosing.

Step One

Begin the discussions with your loved ones about your future plans.

Step Two

Contact the Financial Mentor for a preliminary review of your financial circumstance.

Ready to Take the Next Step?

There are new trends in retirement and working after retirement that you need to consider. We can discuss these trends at our first meeting.

The first partner discussions often focus on cash flow management before and after retirement begins.