Retirement Planning

Retirement Planning: Look Beyond Your Financials

Retirement is supposed to be fun, right? It’s the prize for your hard work and dedication to your job, family, community, and more. Then why might the idea of or your actual retirement sometimes feel a little bit terrible?

You and various members of our team have worked together and done a lot of financial planning to be sure you are prepared for retirement.  The financial lens is an important one for ensuring a smooth retirement. That said, the transition into retirement has many facets that can go well beyond your financial situation.

As you think about your retirement years, we have some resources to break this challenging cycle and make (hopefully!) retirement more enjoyable. Please take time to read the below materials and put them to work for you.

Learn about and do some personalized planning for the four phases of retirement using information from the MIT Age Lab

The four retirement phases include the:

1) Honeymoon Phase

2) Big Decision Phase

3) Navigating Longevity Phase

4) Solo Journey Phase

Note that retirement can run for 8,000 days+, so there’s a lot of life to pack in.

For more reading for those not quite ready for retirement, click here – Honeymoon Phase.

Back to the Newsletter:

*Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Stephens Consulting, LLC, doing business as Stephens Wealth Management Group (SWMG), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.

Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Stephens Consulting. Please remember that if you are a SWMG client, it remains your responsibility to advise us, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to your individual situation, you are encouraged to consult with the professional advisor of your choosing.

SWMG is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of SWMG’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Links are being provided for information purposes only. SWMG is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. SWMG is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. Important Disclosure.

Please Note: Stephens Wealth Management Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to SWMG’s website or newsletter or incorporated herein and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Browse by Category