Resources

Read about the program that two financial planners have designed to prepare their clients for retirement. Lasting about a year, this "retirement boot camp" focuses on financial matters but also helps to prepare people for the feeling of retirement, such as suddenly having weekdays lose structure, having less income to use, etc. Issues covered in the program include increasing savings before retirement, figuring out whether quarterly tax payments should be made after retirement, setting goals and structuring one's time, and updating an estate plan. So far, the majority of people who go through the program decide they aren't ready to retire!