Keen On Retirement

You have a steady job that pays the bills and puts your abilities to good use. You have loving relationships with your spouse, your children, extended family, and close friends. Your house provides enough space and security. Your golf league gives you a chance to unwind. Your volunteer work improves your community.

Retirement means that you're done working full time, but it doesn't necessarily mean that you're done making money.

In the months since Covid-19 was declared a global pandemic, during which time the Dow Jones has seen the three worst point drops in U.S. history, I’ve had a lot of conversations with our clients about how to manage this volatility now that they’re retired.

This has been a tough year for all of us, but it's been even harder for folks who have recently lost a parent. No matter how old you are, you could count on mom and dad's wisdom, experience, and love to give you some perspective on challenging times like this one.

Covid-19 has delayed many dream vacations, family reunions, and road trips this year. But as we all navigate the space between things we can do, things we can’t do, and things we still want to do in the future, there’s an opportunity to reflect on the bucket list goals that are truly important to us.

Whether you’re about to wrap up a successful engineering career or prepping one last entrepreneurial sale, you’ve developed a wide variety of professional skills over the decades. Many seniors resist retirement because they don’t realize just how valuable and useful those skills still are once they do retire.