Our strategic partners at Next Chapter help us support clients beyond their finances, enabling us to dive deeper into the lifestyle aspect of retirement. Are you truly ready – mentally and emotionally – for this next phase? It may seem like an unusual question, but it’s important and often overlooked one. Explore the resources below and take our Retirement Readiness Quiz to learn more.
We often get the question, “When can I retire?” While we can help assess your financial readiness, there’s another important factor – are you emotionally and mentally prepared for retirement?
We’ve partnered with Next Chapter Lifestyle Advisors (NCLA) to help you explore this side of retirement planning. the Retirement Intelligence (RQ) assessment is a quick, simple, and free tool designed to measure your emotional and psychological readiness.