Retirement is more than the end of a career — it’s the beginning of a new chapter. Whether you’re months away or already settling into post-work life, thoughtful planning can help you make the most of your freedom, your finances, and your time.

Here are a few key areas to focus on:

💵 Financial Check-In

Do you know your monthly budget in retirement? It’s important to understand your income sources — Social Security, pensions, savings — and create a realistic plan for living within your means. A chat with a financial advisor can offer peace of mind and prevent surprises.

🏥 Healthcare Matters

Now’s the time to review your Medicare options, supplemental insurance, and long-term care planning. Preventative care and routine checkups can go a long way in protecting your quality of life.

🏡 Where You’ll Live

Are you planning to stay put? Travel? Downsize? Move closer to family? Housing plays a big role in comfort and safety as you age — and often requires more planning than people expect.

🎯 Find Your Purpose

Retirement isn’t about slowing down — it’s about shifting focus. Whether it’s volunteering, traveling, mentoring, or pursuing hobbies, staying engaged can boost your mental and emotional well-being.

There’s no one-size-fits-all plan for retirement. But with the right tools and a little intention, you can write this next chapter exactly the way you want.