New Fiduciary Role: What Happens When The Retirement Honeymoon Is Over?
“Retirement can be very similar to a sugar rush,” says Joseph Conroy of the Synergy Financial Group in Towson, Maryland. “In the beginning people are very excited and there is a sense of euphoria. Then, after just a few months, there is this crash where people start to settle into their new routines. This can be a volatile time in one’s life because people are left to figure out what it is that brings them happiness. It seems like an easy problem to solve, but there are many layers to it.”
