But if you’re now just a few years from retirement, it’s time to begin focusing on how to remain happy and healthy in the midst of what will be a major transition.
It’s important to start thinking now about where you will direct your energy and passion. Gardening? Volunteering? Yoga? Maybe you’ll decide to take cooking classes and become the great chef you once dreamed of being.
And if your social life has revolved largely around work, now’s the time to start branching out and connecting with others in your community. A good way to start: Volunteer for organizations that you think highly of.
Finally, start discussing your vision for everyday life in retirement with your partner. Many couples look forward to being able to spend more time together. But spending all your time together—right away—can be a huge adjustment. So be sure your discussion touches on how you’ll each carve out personal time.
Seth Peritzman is a wealth manager at First Allied Securities, an independently owned, full service brokerage firm. Seth has been is in the Financial industry for over twenty years. Seth provides wealth management advise for high net worth individuals and also manages retirement plans. Seth’s independence allows him to offer and unbiased, objective approach to serving your investment needs.
Seth Peritzman is a wealth manager offering securities through First Allied Securities, Member: FINRA/SIPC and advisory services through First Allied Advisory Services