What Comes First?

The Financial Plan Or The Lifestyle Retirement Plan?

Many retirees imagine that retirement is an extension of their current life.
It isn’t.
Retirement is anything but easy.
A few examples (of the 100+ issues that need to be considered) might be worth looking at.
When was the last time you lived 24/7 with your life partner for more than a month?
Has your will been vetted recently by your legal advisor?
What is an Advanced Health Directive?
What is the difference between a Legal Will and an Ethical Will?
How will you keep mentally and physically active in retirement?
Was your last medical check up within the last 12 months?

These are not the kind of questions that most financial…