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Money Can't Buy a Happy Retirement

Money Can't Buy a Happy Retirement

February 01, 2022

You know the saying: "Money can't buy happiness."

Contrary to popular belief...

This is just as true in retirement as it is during your working years!

While money is an important piece of being able to afford retirement in the first place, proper planning is key to feeling confident and happy in retirement.

Here are our 3 tips for a happy retirement!

1. Set your goals

Your dream retirement should not feel elusive. When setting your goals for retirement, be specific. Visualize exactly what you want to do in retirement, and compare goals with your spouse to see if you’re on the same page.

2. Make health care a priority

Life expectancy for both men and women is increasing. While that may sound like good news, living longer costs more and can lead to more worry about whether your money will last. This is why longterm care should be part of your comprehensive plan.

3. Take care of your family and your wishes

You don’t need to be wealthy to have an estate plan. Whether you’re a millionaire or someone with average retirement savings, you need an estate plan. Documenting your wishes with an estate plan is an important part of feeling happy and confident in your golden years.