Retirement Planning Financial
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While we are working and earning money, we make many choices. We set some general goals and adjust our 401K or other financial vehicles to be able to achieve them. There are some great resources out there that speak to this. There are financial planners that will give us advice. And there are many programs and groups we can join to become educated in savings and investing.
Many times we don’t watch the progress of our 401K or other long term investments. They are long term, and so they don’t do much from day to day, week to week, month to month, and maybe not even from year to year. But what is important is that we keep track of where they are. And how to find out about them when we need to move them.
One of the things we can do for ourselves or for our Elderly loved ones is to help gather the information about these types of financial accounts into a place where they can be found when they are needed. The “Getting Affairs in Order” workbook helps walk us through this process and provides a gentle perspective.
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Retirement Planning Lifestyle
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Retirement is about more than just money. If lifestyle wasn’t an issue, we could all retire right now and live in cardboard boxes. But Lifestyle is important. When we retire, we want to maintain the same lifestyle that we have now. (Or maybe even better.)
But there are generation differences. And one of the things this impacts is what we think of as comfort. If you are nearing retirement, you might be surprised at what your children think you will want to retire to. And if you have elderly loved ones, the things that are important to you may not be important at all to them.
This is why it is important to have a discussion where what types of things are important for comfortable retirement. And the “Getting Affairs in Order” workbook can get that conversation started and help guide you through the process of discussing and recording important lifestyle priorities.
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Retirement, what you should tell your children.
First of all, you should tell them that you love them. After that, you should have a discussion about what you want to do and where you want to end up after you reach retirement. I remember the first time that my Dad spoke to me about retiring. I knew that retirement was something people did. But my Dad had worked hard all of his life. I had no visual of my Dad without a full time job. It took some getting used to. And I’m glad he talked about it while I was still a teenager.
As my parents got older, they started to do things like look at RVs and condos. Things that they never had interest in while they had a growing family. If you have elderly loved ones, or your children are mostly grown, there may be a difference in perspective about the when and how of retirement. Using the “Getting Affairs in Order” workbook is a great way to direct a conversation that lets both generations learn and help each other make retirement preparations and goals.
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A Guide to Getting Affairs in Order:
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$14.95 each
(includes tax and postage in the USA)
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