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Getting older doesn’t have to mean declining wellness. No matter your retirement dreams, lasting health will help you enjoy your future. Start with these tips to stay physically and mentally active in retirement.
It is useful to think about a successful retirement as a series of phases rather than a final destination. Depending on where you are in the retirement planning process, we can help you ask the important questions that will get you thinking about where you are, where you want to go and how to get there.
In the first phase, retirement planning strategies focus on accumulating wealth and structuring your assets to maximize growth. By developing healthy financial habits now when your earning potential is at its peak, you are making a smart investment in your financial future.
The second phase starts the transition from saving strategies to spending strategies, as you prepare to exit the workforce. You still have the leverage of an active earner, and your next steps will determine whether you maintain that leverage as you advance in age.
The third phase focuses on managing volatility and distributing your assets wisely to help you live comfortably in retirement. Reviewing your income and expense projections on a regular basis will ensure that your retirement plan continues to work for you and safeguards your financial independence.