Ready to Retire? Here Are Four Tips for the Transition

Before you take the retirement plunge, you might want to make sure each of these things is addressed so you can focus on enjoying your golden years.

An older couple smile at each other while preparing a meal together.
(Image credit: Getty Images)

You’ve worked hard for decades planning for your retirement, and now you’re ready to enjoy the results of that hard work. Making this transition can come with its adjustments, both to your lifestyle and your day-to-day finances.

Here are four tips for making the transition from full-time work to retirement:

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Adam Frank
Head of Wealth Planning and Advice, J.P. Morgan Wealth Management

Adam leads J.P. Morgan Wealth Management's Wealth Planning and Advice team, which is responsible for wealth planning, thought leadership and strategic planning for individual clients. This national team of former practicing lawyers provides experience in estate and tax planning strategies, retirement planning, restricted and control stock and stock option management, business succession planning, pre- and post-transactional planning, concentrated position management and other personal planning strategies. The team provides internal training to the J.P. Morgan Wealth Management sales force on these topics and also creates content for distribution to the public.