Posts tagged Retirement planning
3 Tips for Successfully Retiring Together

Looking at the active, vibrant and well-educated Boomer clients that I am honored to work with, I often wonder: do we need to re-define retirement?

After all, just a decade or two ago retirement meant sitting by a fireplace in the rocking chair and whiling the days away playing Bingo at a local senior center. My clients today seem to have a different set of ideas as they envision a future of travel, exciting new projects and, for some, even no retirement at all! Those new developments create a need for a very different set of conversations that go beyond “what would be your ideal retirement age?” and “what is your monthly budget in retirement?”

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