Explore a new way for advisors to help clients visualize and prepare for the non-financial aspects of retirement.
An active social life in retirement has tremendous mental, physical, and emotional benefits.
Not just the cost of staying healthy, but how will you care for yourself; and the role you may play in the care of others.
Redefining or reshaping their identity during retirement is importanty for clients.
Visualize Retirement allows advisors to:
Resources for Advisors
Employees with a clear picture of their retirement are more likely to retire when they want to, as opposed to when they have to, which can simplify key personnel decisions.
If aging workers are retiring on time, their impact on payroll, healthcare, and workers’ compensation costs will decrease.
Employees may be more loyal to an organization that takes a holistic approach to improving their retirement outcomes.
Our Visualize Retirement materials are designed to go beyond the usual retirement clichés and get participants thinking about how their day-to-day lives, their relationships, and their health could look during retirement.
Learn more about Visualize Retirement for participants.
Brief articles designed to demystify the nonfinancial side of retirement.
When going from a saving to a spending mindset, it will to to start with rules of thumb, and then personalize them to match your spending habits to your lifestyle.
When it comes to retirement–your much-awaited destination after many years of hard work and saving–do you know where you are going? Do you have a plan?