We have been helping people plan for retirement for over 20 years. Being financially set is our focus. What you may not know is we also spend time helping our clients be prepared for a life in retirement.

It is important to know what you are retiring to, not just what you are retiring from. There have been many times that we have told clients they are ready to retire financially, but not ready in terms of their well-being in retirement.

Leading a fulfilling life in retirement has much to do with a successful retirement. Think about the acronym PUSH for your retirement well-being.

Purpose: Create reason to get up in the morning.

Use: Use time to work, help others, go to events and activities.

Socialize: Socialize with friends & family; spend time with others.

Health: Foster healthy behaviors.

Source: JPM 2025 Guide to Retirement

Time to review your overall retirement plan or get a second opinion? Reach out for your free review meeting.

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