In the introduction to his new book, my friend and colleague Jamie Hopkins asks “Can you visualize retirement?” He says most of us can’t, which makes retirement planning “like hitting a moving target in the wind”.
It’s important to acknowledge that moving from the workforce into retirement can be financially, mentally and emotionally challenging. This unknown territory calls for some preparation and rewired thinking about life.
Where do you want to be? What do you want to be doing? With who? Once you address these basic questions, you can begin to formulate a plan and goals to achieve it.
Retirement is a new phase of our lives, something we have not lived through before. It calls for a new mindset. This may mean overcoming misconceptions or biases you may hold about a variety of financial concepts.
Retirees, and people approaching retirement, rely upon available strategies and tools to make their accumulated assets and savings last a lifetime – and to manage the risks they face along the way. Access to accurate information is important, so you can make informed decisions about your future.
By making smart choices regarding Medicare, Social Security, IRAs, long-term care and taxes, you can improve your retirement security and retire on your own terms.
People who create a plan tend to be happier, more successful and worry less about finances.
A great place to start the planning process is by requesting your own personalized “Income for Life Report” It provides a clear picture of the income needed for your desired retirement, the sources you have available, and any shortfalls.
Equipped with this baseline, we can explore together the strategies and tools available to you that can address that risks and achieve your goals.
Contact me today to request your complimentary, no-obligation Income for Life Report and receive a free copy of Rewirement – Rewiring the Way You Think About Retirement.