Purpose-Based Planning

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Weekend Reading: You Have a Purpose, You Just Need to Find It – And It's One of the Most Important Things for Your Retirement

Why do you get up in the morning? It might be one thing in particular, or a multitude of things. Whichever the case, that is your purpose, and it’s essential to your health, happiness and overall wellbeing.

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Weekend Reading: Late Work: From Recreation to Re-Creation

Are you training for the long-haul? With today’s longevity, your retirement could span 30-plus years, and how you leverage this gift of time can ultimately affect your overall happiness and fulfillment.

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Weekend Reading: Mind the Age Gap Please: Planning for Couples Who Retire Together, or Not

A question our team often faces is, “When should I retire?” And for couples, a follow-up inquiry can also include whether or not that answer should differ from your spouse.

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Weekend Reading: Finding Your Retirement Paradise

Where you decide to live in retirement should mirror your values, purpose and passions. Just like everything else you surround yourself with, you want your residence to bring fulfillment, but choosing where and what that looks like can be challenging.

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Weekend Reading: 'Have I Left the Best of Me Behind?' Why You Need an Elevator Pitch for Retirement

Upon entering retirement, being posed the question, “What do you do?” might cause you some anxiety.

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Weekend Reading: What I Learned from My 'Faux-Tirement'

We’ve previously discussed the concept of a ‘phased retirement’ on the Retire With Purpose podcast, but another way to test out this new lifestyle is a retirement trial run.

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Weekend Reading: Don't Be Afraid of Failures in Retirement

Throughout our working years, we strive for success to meet deadlines, get promotions and advance our careers. However, upon entering retirement, the paradigm shifts.

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Weekend Reading: Living a Life of Purpose After Retirement: 3 Action Steps to Take

We often refer to retirement as a transition you make. Being “retired” isn’t your identity, and doesn’t define who you are as a person, because in this part of life, you have the opportunity to truly live out your purpose.

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Weekend Reading: Are You Emotionally Ready to Retire? Eight Questions to Ask Yourself

Retiring on your own terms is the ultimate financial end-goal; however, deciding when to make that transition can be difficult. Money aside, you need to have the right mindset, and that means getting in tune with how you feel right now, as well as understanding how this change will impact your partner.

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Weekend Reading: The No-Retirement Retirement: An Alternative to the Normal Path

Society’s preconceived notion that retirement means sitting on your porch, drinking lemonade, and twiddling your thumbs is beyond outdated.