8 Ways to Get Better Acquainted with Your New Retirement Life

Mental preparation is just as important for retirement as financial planning. What kind of life do you want to lead? Answering these questions will help you find out.

Preparing for retirement is not just about money, it means thinking through what this new phase of life might look like. In the American College of Financial Services curriculum for the Retirement Income Certified Professional® designation for financial advisers, we spend a lot of time on fact-finding. One aspect of this is helping pre-retirees think through life in retirement. One way to do this is to take a journey through the various aspects of retirement life.

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David A Littell, JD, ChFC
Professor of Taxation, The American College of Financial Services

Dave Littell is the co-creator of the Retirement Income Certified Professional® (RICP®) program and a Professor of Taxation at The American College of Financial Services. He focuses on retirement income process, strategies and solutions to increase retirement security for consumers, business owners and their advisers through digestible retirement education.