Retirement is one of the most significant transitions many of us will experience in life. It signals the end of one chapter and the beginning of a new stage that can be every bit as rewarding as it is unfamiliar.
Whether you are five years or fifteen years away from retiring, this Retirement eBook has been created to guide you through the questions, choices, and actions that will help shape a comfortable and meaningful life beyond your working years.
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What's Inside?
Multi-Phase Retirement Planning
We share the 5-year preparation milestones for 15, 10, and 5 years out from retirement to help shape your decision-making.
Get Your Financial Foundations Right
Assess your financial position and discover the structured debt reduction and savings strategies that support your overall financial plan.
From Accumulation to Decumulation
There are many options you can use as income to fund your retirement. The right ones for you depend on your money personality, tendencies and your evolving risk profile.
Protect What You’ve Built
Learn about what you need to consider when protecting your nest egg – insurance, investment risk, estate planning, Wills and leaving a legacy.
“The financial, social, and emotional aspects of retirement are deeply interconnected, and this guide is designed to encourage you to consider what is important to you, and possible while still within a timeframe to reasonably achieve it.”
“Planning for retirement involves taking both short-term and long-term steps to secure your financial, social, and emotional wellbeing. One common misconception about retirement is that it’s purely about reaching a certain savings balance and hoping it lasts.”
“A successful retirement strategy involves proactive steps, whether you are 15, 10, or 5 years away. By combining careful financial planning with an eye on lifestyle and emotional wellbeing, you can set yourself up for a fulfilling life beyond work.”
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