Retirement Planning–A Great New Year’s Resolution?

Okay, it’s a new year and there are lots of areas that could use attention, and thus, resolutions.  Did you think about planning your retirement as one of them?

In the US, we are often not especially fond of planning, especially in personal matters.  An often-heard quote is that we spend more time planning a 2-week family vacation than we do planning our retirement.  A well-planned vacation goes more smoothly than a last-minute bolt-out-the-door trip.  Spontaneity can be fun because there are surprises, but even spontaneous trips need to have some basics covered to be enjoyable, and not disastrous.  

Retirement can be much more fun with some basic preparation too.  Then those surprises do not completely devastate us.  Of course, the first type of planning everyone addresses is financial planning, but there are so many more things to think about. 

In the next blog posts, we will cover a variety of retirement planning issues in addition to retirement financial planning, including:  estate planning, long-term care planning, caregiving planning, retirement life planning, retirement housing planning, funeral planning, work vs. volunteer planning, etc.

So join us for a leisurely trip down the path to a meaningful, fun-filled, active and stable retirement–with enjoyable surprises, not devastating ones.   Happy New Year!