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Help clients think creatively about how to make their retirement dreams come true. Boats, vacation homes, and country clubs don't necessarily have to be casualties of a frugal retirement, so long as they're budgeted into the savings plan.
Many people new to retirement find themselves frustrated and annoyed. Despite good intentions, the busy days disappear without much progress toward their retirement life goals. Here's how to get on track—and stay there.
While you have planned for retirement and longed for a new life outside of work, that doesn't mean life automatically immunizes you from emotional strain or tension. Dealing with stress is part of the retirement life, too. So keep these handy stress-relieving reminders nearby.
As an active retiree, you need to build an activity mix that keeps you from falling into a rut. Too much of a good thing can leave you bored and boring. Keep your interest high with a balanced blend of fun selected from each of six different leisure activities.
Couples may not realize that each spouse has a different vision for retirement. He may want to golf, while she wants to travel. Not to mention the added damage the latest market meltdown may have inflicted on their savings. Help couples prepare both financially and psychologically for their golden years with these tips on communicating, debt, long-term care, and Social Security.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025