Kiplinger

8 Ways to Get Better Acquainted with Your New Retirement Life

Preparing for retirement is not just about money, it means thinking through what this new phase of life might look like. In the American College of Financial Services curriculum for the Retirement Income Certified ProfessionalÂŽ designation for financial advisers, we spend a lot of time on fact-finding. One aspect of this is helping pre-retirees think through life in retirement. One way to do this is to take a journey through the various aspects of retirement life.

Here are eight common retirement themes and some corresponding questions to ask yourself and to discuss with your spouse to help build a better, more well-defined retirement future.

1. Health

In 2018, a 65-year-old couple entering

You’re reading a preview, subscribe to read more.

More from Kiplinger

Kiplinger5 min read
What You Need to Know About Life Insurance Settlements
Your life insurance monthly premium can start looking less and less appealing once you’ve retired. It’s a scenario Dan Simon, a retirement planning adviser with Daniel A. White & Associates in Middletown, Del., has seen quite often, even with his own
Kiplinger4 min read
This New Sustainable ETF’s Pitch? Give Back Profits.
Feel like society and the environment are beginning to break down? There’s an ETF for that. Newday Impact’s Sustainable Development Goals ETF (SDGS) delivers a growth-oriented product that promotes dual impact, promising to advocate for environmental
Kiplinger12 min read
The Best Travel Rewards Credit Cards
Whether you travel often or just take the occasional vacation, a travel rewards credit card can be an excellent companion. With every purchase, you can use a good travel card to collect points or miles that are redeemable for flights, hotels or other

Related Books & Audiobooks