This story from The New York Times highlights one of our core beliefs about retirement – that it looks different for everyone. No matter what kind of retirement your clients have in mind, make sure they are financially prepared for life’s next chapter. Read these insightful stories and start thinking about how protected income can meet your clients’ diverse retirement needs today: https://lnkd.in/ehufmRDd
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Principal, Wealth Manager, and Author | Wealth Manager providing investment and wealth mgmt to successful entrepreneurs, executives, retirees & their families helping them make informed financial decisions | Let’s talk!
Earlier today I posted the link to a retirement article/checklist written by two of my colleagues. And then Tara and Glen, two friends, sent me a New York Times article titled "What Does Retirement Really Mean?" It contains multiple stories and examples of retirement that are really quite good. Obviously, retirement is one of the many things we help our clients prepare for so if you read this and have questions, please contact us. And if you would like to include your own retirement story, please send it to me or respond with your comment to this post. Tara and Glen, Thank you for sharing this article! https://lnkd.in/eNfNXuqB
What Does Retirement Really Mean?
https://www.nytimes.com
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I read this fantastic thought provoking article on retirement and how retirees have approached their own retirements. It showcases real retirees and their thoughts, feelings and how they have handled the transition to retirement. Very heart warming and an insight into what we will all face in different forms, when we push that big R button! As advisers we see this with clients and appreciate their fears, their opportunities, and their excitement at pursuing new hobbies & interests. Investment into assets may underpin how we get you there, but these rich, engaging and holistic conversations is what we live for! Link is below, and you can sign up for a free 7-day trial to read. https://lnkd.in/gDi_eDwU
What Does Retirement Really Mean?
https://www.nytimes.com
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Midlife Transition/Health Coach For Women: Career, Retirement, Longevity | Workplace Age/Gender Inclusivity Advisor| Alum: IBM, Deloitte, Citi, EY
Here is a very interesting article from the The New York Times offering different perspectives about the meaning of retirement. The experiences are varied, and cover the entire spectrum of the expected and unexpected. One of my favorite reflections came from Kevin Mihaly, who like me doesn't like the word 'retirement': “Don’t use the word retirement. It sounds decrepit and connotes imagery of rocking chairs and poor health. Somewhere, I came across the Spanish word for retirement: jubilación! Now doesn’t that sound more approachable and appealing?” Many people hire a financial planner to assist with the financial aspects of retirement, and a lawyer to assist with estate planning and life care needs, and an insurance professional. People should also consider hiring a coach who has experience and knowledge about all the other non-financial areas one can explore prior to and during 'retirement', i.e., navigating this transition, purpose finding, community, engagement, aging, and exploring all the possibilities available in your next phases/chapters of life. #retirement #aging #transition
What Does Retirement Really Mean?
https://www.nytimes.com
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VP Marketing @ The Aspenwood Company | Strategy & Innovation Enthusiast | Father of Two Phenomenal Young Women
These are great "retirement" stories. Do you have people with stories like these in your communities? Then you should share their stories and show how community living helps your residents live these interesting, engaging lives. #seniorliving #seniorlivingcommunities #retirement
What Does Retirement Really Mean?
https://www.nytimes.com
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Identity, time, and reinvention in retirement are themes in this insightful NYT article. While it features folks in their 60s and 70s, the same questions are relevant for my GenX compatriots. Find community. Connect with purpose. With some planning and imagination, your 3rd act can be what you want it to be. Want to plan it? Contact me. #3rdactdesign #dontcallitretirement https://lnkd.in/gGkPbPdG
What Does Retirement Really Mean?
https://www.nytimes.com
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As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains a tax-savvy approach to philanthropy that also allows seniors to maximize their financial position during retirement. 💰 #Retirement #FinancialPlanning #Philanthropy https://ow.ly/uSqc50QgOkz
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If you think your taxes will decrease in retirement, you may be in for a shock once you stop working. Learn why your income might actually be higher and how to plan with strategies like Roth conversions and qualified charitable distributions (QCDs): https://bit.ly/3SJTP4l #retirementplanning
The Big Retirement Myth
morningstar.com
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If you think your taxes will decrease in retirement, you may be in for a shock once you stop working. Learn why your income might actually be higher and how to plan with strategies like Roth conversions and qualified charitable distributions (QCDs). #retirementplanning
The Big Retirement Myth
morningstar.com
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If you think your taxes will decrease in retirement, you may be in for a shock once you stop working. Learn why your income might actually be higher and how to plan with strategies like Roth conversions and qualified charitable distributions (QCDs): https://bit.ly/3SJTP4l #retirementplanning
The Big Retirement Myth
morningstar.com
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