Are you or someone you love considering retirement within the next 5 years? One of the best things you can do is ensure you are both financially and psychologically prepared. While it’s vital to stay on top of financial and practical matters, it is also a time of reshaping your identity from your current professional role to something new. We recommend looking at retirement as the next chapter of your life – one that holds great possibility and the opportunity to do something extraordinary with your time, passion and talents. You get to write this exciting chapter and it is important to take time now to think about how you want to live out that next adventure.
While exciting, this can be an emotionally difficult experience. To make this important life transition, we recommend taking time to reflect, explore and establish what your ideal outcomes look like for the next phase of your life. To get started, you may ask yourself:
Your Wealth Confidant is here to support you and your family through this process. A great resource we like to use and recommend is the book Hello Someday, co-authored by John Christianson, which reimagines retirement as an opportunity to build on your accomplishments, discover new passions and find new ways to contribute. Filled with questions, inspiration, ideas, and activities to encourage new thinking and new possibilities, it celebrates everything you’ve accomplished so far and all that is still to come.
We have copies of Hello Someday available for our Highland community – request one for yourself or a friend here.
See a sample exercise from the book here.
Highland Private Wealth Management is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.
This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.
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