In this guide, we’ll cover:
Timing Social Security
Determining the best time to start collecting Social Security isn’t as straightforward as you might think. We’ll look at the importance of marital status, employment status, and retirement income taxes.
Protecting retirement income from taxes
We all know it’s important to diversify our investments—but have you thought about diversifying your taxes? Learn the importance of investing in a balanced mix of taxable, tax-deferred, and tax-free assets.
Prioritizing your health
If you spent your professional years meaning to exercise more, eat healthier, or get better sleep, now’s the time to commit. Even a few simple changes now can make a big difference for the rest of your retired life.
Finding purpose during retirement
Many people fantasize of retiring into full-time leisure, but quickly realize it’s not as fulfilling as they dreamed. We’ll discuss finding a sense of meaning through volunteering, mentoring, building friendships—and even going back to work.
Embracing family and legacy
While many people focus on passing on wealth to their children, it’s easy to forget that passing on wisdom, principles, and values is even more important. But a little intentionality can go a long way.