Questions to ask about Retirement

Updated 8 months ago

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, MBANorumbegaFinancial207.862.2952Marion@NorumbegaFinancial.com Check out our website that includes weekly streaming videosWWW.NorumbegaFinancial.com The information transmitted is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this in error, please contact the sender and delete the material from any computer. Email management, archiving & monitoring technology powered by Smarsh, Inc. Disclosure:Only securities and advisory services offered through Wall Street Financial Group, Inc. Registered Investment Advisor. Member FINRA/SIPC. Wall Street Financial Group, Inc., Norumbega Financial and all other entities listed herein are separate entities, independently owned and operated. CR8492


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