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In this financial planning phase, you may be…

  • Thinking about reducing your work commitments or fully retiring
  • Helping fund your children’s or grandchildren’s aspirations like higher education, a home, or a wedding
  • Planning to travel more, or to buy your dream vacation home

During the transition financial planning phase, you should be focusing on putting your savings to work, shifting to preparing for what comes next. Strategizing on how to best position your assets and address your commitments is most important now as you start planning and budgeting for life after work.

Expert retirement transition planning zeros in on getting your finances in order and attempts to optimize your resources to prepare for all the changes to come.


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