The 10 Keys to Planning Living Your Best Retirement

Forbes Next Avenue column, based on author Dave Bernard’s book, I Want to Retire!, provides 10 keys to planning and living your best retirement:

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Make the best of it

Accepting the realities of aging and making the best of whatever life throws in your path is the best mindset to approach your retirement with – and a sense of humor doesn’t hurt either.

Take it easy on yourself

Give yourself permission to make mistakes, because you will. Don’t feel guilty if you spend some time just doing nothing; instead, enjoy your good fortune at just being retired.

Live your legacy

The legacy we all want to leave our families is much more than just money or things. Be – or continue to be – the person you want to be remembered as by your children and grandchildren.

Take a chance

Approach retirement with a goal of trying something new. In other words, step out of your comfort zone. Keep learning; it’s a key to staying young.

Be frugal

Try to leave below your means, since it is highly likely you will encounter unexpected expenses at some time during your retirement.

Just do it

Strive for a good balance between relaxation and activity – too much of either doesn’t usually work out too well.

Live in the now

None of us knows for certain how much time we have; don’t let planning be the enemy of doing.

No regrets

Make amends, clear the air, and do what is necessary so that you have no regrets that will haunt your retirement years.

Pursue a passion

When you were working, you likely dreamed of following your passion in some area. Retirement gives you the opportunity to do that; don’t waste it.

Family first

Research shows that retirees with a rich family life enjoy their retirement much more, so spend some of that extra time you now have on fostering any neglected relationships and just being there for family and friends.

If you would like to have a talk about retirement planning, contact our office today at (727) 537-6818 or to schedule a time for us to sit down and talk. We normally charge $750 for a Family Wealth Planning Session, but because this planning is so important, we’ve made space for the next two people who mention this article to have a complete planning session at no charge. Simply call today and mention this article.