How A Fiduciary Can Better Prepare Pre-Retirees To Avoid That “What’s Missing” Feeling In Retirement
Joseph Conroy of the Synergy Financial Group in Towson, Maryland, says, “The best way to prepare for what to do in retirement is by sitting down and taking inventory of your life. What types of activities do you like to do when you aren’t working? What are the things you would like to do that you never had time for while working? Who are the people you most enjoy spending time with? Start writing down your list of the things you like to do, the things you want to do and the people you want to be with. That will get the ball rolling on finding your new purpose in retirement. Everyone needs a little sense of direction to figure it out, but it has to be something that comes from within. People also shouldn’t put too much pressure on themselves, the interests and people can change. Whatever someone starts out doing in retirement can be totally different and change multiple times in retirement.”