Reboot, Rewire or Retire? Personal Experiences with Phased Retirement and Managing a Life Portfolio

In addition to healthy financial portfolios, clients can benefit from “life portfolios” that can promote well-being and provide purpose in retirement. Life portfolios should address factors such as where retirees will live, their health needs, and the people who can give them support and companionship. Use The Adviser’s Guide to Retirement and Elder Planning: Practical Retirement Planning to explore more planning strategies for those approaching or in retirement.

To read the full article in Nerd’s Eye View, click: Reboot, Rewire or Retire? Personal Experiences with Phased Retirement and Managing A Life Portfolio.