Alliance for Lifetime Income’s Post

Earlier today I posted the link to a retirement article/checklist written by two of my colleagues. And then Tara and Glen, two friends, sent me a New York Times article titled "What Does Retirement Really Mean?" It contains multiple stories and examples of retirement that are really quite good. Obviously, retirement is one of the many things we help our clients prepare for so if you read this and have questions, please contact us. And if you would like to include your own retirement story, please send it to me or respond with your comment to this post. Tara and Glen, Thank you for sharing this article! https://lnkd.in/eNfNXuqB

I read this fantastic thought provoking article on retirement and how retirees have approached their own retirements. It showcases real retirees and their thoughts, feelings and how they have handled the transition to retirement. Very heart warming and an insight into what we will all face in different forms, when we push that big R button! As advisers we see this with clients and appreciate their fears, their opportunities, and their excitement at pursuing new hobbies & interests. Investment into assets may underpin how we get you there, but these rich, engaging and holistic conversations is what we live for! Link is below, and you can sign up for a free 7-day trial to read. https://lnkd.in/gDi_eDwU

Here is a very interesting article from the The New York Times offering different perspectives about the meaning of retirement. The experiences are varied, and cover the entire spectrum of the expected and unexpected. One of my favorite reflections came from Kevin Mihaly, who like me doesn't like the word 'retirement': “Don’t use the word retirement. It sounds decrepit and connotes imagery of rocking chairs and poor health. Somewhere, I came across the Spanish word for retirement: jubilación! Now doesn’t that sound more approachable and appealing?” Many people hire a financial planner to assist with the financial aspects of retirement, and a lawyer to assist with estate planning and life care needs, and an insurance professional. People should also consider hiring a coach who has experience and knowledge about all the other non-financial areas one can explore prior to and during 'retirement', i.e., navigating this transition, purpose finding, community, engagement, aging, and exploring all the possibilities available in your next phases/chapters of life. #retirement #aging #transition

These are great "retirement" stories. Do you have people with stories like these in your communities? Then you should share their stories and show how community living helps your residents live these interesting, engaging lives. #seniorliving #seniorlivingcommunities #retirement

Identity, time, and reinvention in retirement are themes in this insightful NYT article. While it features folks in their 60s and 70s, the same questions are relevant for my GenX compatriots. Find community. Connect with purpose. With some planning and imagination, your 3rd act can be what you want it to be. Want to plan it? Contact me. #3rdactdesign #dontcallitretirement https://lnkd.in/gGkPbPdG

If you think your taxes will decrease in retirement, you may be in for a shock once you stop working. Learn why your income might actually be higher and how to plan with strategies like Roth conversions and qualified charitable distributions (QCDs): https://bit.ly/3SJTP4l #retirementplanning

If you think your taxes will decrease in retirement, you may be in for a shock once you stop working. Learn why your income might actually be higher and how to plan with strategies like Roth conversions and qualified charitable distributions (QCDs). #retirementplanning

Are you thinking about retiring? Going from being a business leader to retired isn’t easy. Will you serve on a board? Hit the beach? Join a nonprofit? Reach out and let’s make sure your retirement plan has you doing exactly what you want. #retirewithmorethanmoney

💞 Your love for your family is epic, just like Michael Jackson’s moonwalk. 🌕 So, you don’t want to leave them in a “Bad” situation after you’re gone! In this week’s blog, learn from the King of Pop’s story, and then contact us to put an estate plan in place that hits all the right notes. 🎶” You Are Not Alone.” We can help! 📞 Let’s discuss! Book a call today. ▶️ anamaria@gonzalezwoodlaw.com #gonzalezwood #houstontxlawfirm #highnetworth #assetprotection #businesssuccessionplanning #txbusinessowner #retirement #trusts #familylegacy #strategicplanning #dynastytrusts