Financial Planning

As retirement becomes more real, you may have more questions about how your money will perform. Today’s retirement is about options, depending on your vision of the good life. Some people opt to work longer, reduce their hours, start a new business, or begin a work-life hybrid earlier than the typical retirement years.

The saving years are both exciting and challenging. It may be the first time you’ve had more money than you need. But often there isn’t enough to put money against all your competing priorities such as paying down your mortgage, building education funds, funding travel, or growing your savings.

When a spouse passes, you may feel the need to keep busy and many widows or widowers find taking care of things helps, as there are required tasks to complete in the midst of grief. To help, we’ve gathered the key steps, paperwork and agencies that need to be contacted here in one place.