Apparently we are living and loving and not talking about some things, like retirement. One survey found that 41% of partners DISAGREED about if one of you would work in retirement and almost that same number disagreed about at what age you plan on retiring. Maybe we should chat. Here's some things to talk over with the person you love.
Do we really WANT to retire? When are we going to do that?
What's the vision? - volunteering? Traveling? Making community work your new 'job'? Long-time relationships develop a lot of pressure with unspoken dreams.
Where are we going to retire?- are you selling the house? Are you moving to camp? Is the snowbird's life the life for you?
What's the plan with the nest egg? - Are you going to have an advisor? Manage it yourself? What if markets crash?
How much are you planning on living on? - Do you have a budget? How much will you spend on your hobbies and interests in retirement? How does your partner feel about that?
Do you have estate documents under control? - Who's in charge of them? Are they up-to-date? Where are the accounts, the financial statements, the deeds, etc?
What about family relationships? - what are you thinking you want from family relationships as you age? What have you learned helping your aging relatives about what might work well for you?
Getting old- What is your attitude toward aging? Will you obsessed with regrets or despise your infirmities?
What do you hope will be your legacy?- do you want to help with grandchildren's education? What is the most important thing you would like to do before you die?
Marion Syversen, MBA
NorumbegaFinancial
207.862.2952
Marion@NorumbegaFinancial.com
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