TheLiveBigWay® Digest: Your Financial Journey – Part 7
After years of hard work, you’ve earned the opportunity to spend time focusing on what matters most to you — your passions, your priorities, and the people you love. In this final installment of the Your Financial Journey series, we share a collection of resources designed to help you thrive in this chapter of life, from managing your finances to living each day with meaning and joy.
Your Financial Journey – Part 7
Living in Retirement
Required Minimum Distributions (RMDs)
RMDs may be mandatory starting at age 73, but they don’t have to be complicated. Here’s how our team makes the process easy and seamless, helping you spend your retirement doing more of what you love.
Your Estate Plan in Retirement
Your retirement years are a time to live confidently knowing your plans are in place. Learn how our three-part analysis of your estate plan can help ensure your wishes are honored and your loved ones are cared for.
A Policy-Based Approach to Spending
In his New York Times article “How to Enjoy Retirement Without Going Broke,” Peter Coy poses important questions about spending in retirement. We share our response through the lens of policy-based financial planning.
Entrepreneurship in Retirement
Perhaps you find that, after a while, you miss the structure, challenge, or community that work once provided. Discover why retirement can be the perfect time to take on an exciting venture and build something new.
Cultivating Your Retirement “Assets”
Who you are goes far beyond what you do. In retirement, your values, interests, and skills remain powerful assets. Learn from our friends at Money Quotient how to carry these forward to create a purposeful next chapter.
Don’t Forget to Live Big®!
You’ve earned it! Each season of life invites new ways to Live Big, and retirement can offer the time and freedom to do even more of what you love. Explore – and make suggestions for! – our collection of ideas to inspire your next act of joy.