For some reason, a lot of people seem to be retiring lately.  Over the last year, I and my partners Dave and Grant have helped numerous people make that leap away from their career, which for many can be a scary time.  This is a very rewarding aspect of our careers as advisors.  And it is also humbling and a great responsibility to advise those clients through this major event in their lives.

Once we get beyond the “X’s and O’s” related to the financial aspect of this planning, I can’t help but think about this next chapter for them and this word “Retirement.”  At a recent class I attended, financial planner and Forbes columnist Carolyn McClanahan said something that we couldn’t agree with more.  She said “let’s stop calling this Retirement, and start calling this just another transition in life that needs to be planned for.”  To me, that opens up the realm of possibilities for the future rather than just contemplating what you would stop doing (which is the traditional way to approach retirement).

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Posted by:

Pete Dixon, CFP®

Partner and Advisor