Seniors face two challenges in retirement: 1) creating fulfilling experiences; 2) using time wisely. Newly solo seniors, from divorce or death of a partner, also have to take over tasks their partner used to do. We’ll discuss:
- Financial literacy defining a successful retirement income from work, Social Security, insurance/investments
- Financial and legal management paperwork, ownership of accounts backups, professionals (hiring and management) projections, spending plan
My book Serious About Retiring: A Practical Roadmap for a Healthier, Wealthier, Happier Retirement will be used in this course.
