Quote Of The Week: Making A Successful Transition To Retirement

What’s involved in making a successful transition to retirement? You would think it’s mainly about money, but you would be wrong, says author and columnist Robert Laura, who specializes in retirement issues.

Money considerations only come into play at the end, says Laura. Your financial wellness and happiness depend much more on staying active, connected, and full of purpose.  See Laura’s list, below, for finding happiness and fulfillment in retirement:

“Clients who make a successful transition have found a way to:

  • Replace their work identity,
  • Fill their time with meaningful tasks,
  • Find ways to stay relevant and connected,
  • Keep mentally and physically active,
  • And, finally, feel financially secure”

Robert Laura, “Underdogs and Retirement,” Financial Advisor magazine, April 1, 2021

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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