According to the MIT AgeLab, retirement is made up of four phases. The Honeymoon Phase is the first one. Advertising portrays this phase as being filled with beaches, bike riding, and golf. Initially, retirees may think, “This is the life.” But after a while, these activities can become routine and not provide the happiness they expected. Find out how to help clients make their transition into retirement.
Do you work with individuals and couples who not only feel like they’re behind in saving for retirement and think the idea of ever achieving it is impossible? Find out why helping them requires both art and science, new levels of creativity, and a focus on simple habits rather than total solutions.