Develop a plan for the first few years of retirement

Suzanne Armstrong, President of Life’s Next Steps explains how many boomers have subordinated their real interests to the needs of family and careers. Retirement offers the opportunity to do what we have always wanted to do.

In this video, Suzanne says we need a plan that recognizes multiple dimensions of our life, including family, work, community, leisure. Learn what you need to do to engage your partner in planning, to coordinate what you want to do individually and jointly.

The goal is to develop a plan for the first few years of retirement, as our needs and circumstances will change over time.

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