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Retirement Lifestyle Planning

Transition is the psychological process people go through to come to terms with a new situation. As you transition into retirement, you can anticipate different phases.

  • Ending Phase. Acknowledge what is ending to help to get through the sense of loss.
  • Neutral Zone Phase. Use your time and energy to be creative and develop new ways to live your life.
  • New Beginning Phase. Is where your new identity takes hold and you have a new sense of self and purpose.

Call our toll free number to speak with a financial coach or eldercare specialist about your transition and retirement plan options. You can also download the Retirement Lifestyle Planning Overview for more information.

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