Reboot, Rewire or Retire: Personal Experiences With Phased Retirement and Managing a ‘Life Portfolio’
This 78-year-old former actuary and retirement consultant shares her personal insights on the four key areas for success in retirement. Be prepared to help clients make more than just the financial transition.
Much of the confusion of retirement planning has to do with folks not understanding that it's more than simply saving. Good planning involves actionable steps to visualize getting from now to the desired tomorrow. Here are six ways to make that idea a specific, detailed plan towards a retirement date you can live with:
Women need to plan for an independent retirement. Statistically speaking, women live longer than men.1 U.S. census figures show that 59 is the median age of widows. So, a widow can anticipate another 25 or more years of living and retirement expenses.
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