Retirement is so much more than what you have saved. It’s a chance to catch your breath. Explore. Create. Give back. Try something new. Spend more time with family and those you love.
Before finalizing your plans, have “the talk”
The sky is the limit for your retirement — but before you take flight, it’s time to have “the talk.”
No, not the talk about how to make your savings last, or how to claim Social Security. You’ve probably had that one already, or are thinking about it. We’re talking about a new type of conversation about retirement. About the things that matter more than money ever could.
Retirement can change family dynamics
Unless you've already been talking about your plans, your family will have made some assumptions about how you will be spending your retirement — and what it means for them.
Maybe they’ve been looking forward to some much-needed help with the grandkids, but you’re planning to move somewhere warmer for half the year — and won’t be able to help as much as they're hoping.
Or maybe you bought that new vacation home thinking it’s the perfect setting for quality family time — but your kids and grandkids can't make it there as often as you'd like.
Starting these conversations early — even before you’ve finalized your plans — can clear up everyone’s assumptions and expectations. And that can help you — and your family — to live your best retirement.
