LONGEVITY PLANNING 

Longevity Planning – Defined:  The integration of health care, financial management, and retirement activity goals into a strategy that builds planning contingencies for an individual or couple to maintain an independent lifestyle throughout all their retirement years. 

The Planning Process can begin with a career change 5 or 10 years before one’s retirement period is even contemplated and end with the planning to enable one to stay within their home for the care needs of their final years.   In the end “Retirement” may comprise 1/3 of an adult’s life.   The proper planning today may protect your retirement years. 

Planning Areas to Consider: Questions for Thought

1. Should You Become A Consultant in Your Current Field in Your Early Years of Retirement?
2. Should You Consider Turning A Hobby into A Small Business?
3. Should You Desire to End Work Related Activities Perhaps a Life of Volunteer / Mentor Activities?
4. Should A Prior Vacation Destination Become your New Locale of Retirement Residency?

Life Events Create a Fork in the Road to Your Normal Retirement Activities:

1.  The Lingering Effects of Your Stroke Requires Periodic Care…How Do You Evaluate Care Options?
2.  Family Members Are Not Nearby…Should You Consider Relocation for Closer Proximity?
3.  If Assisted Living is More Appropriate Based on Care Needs How Long Can You Pay for Care?
4.  If Personal Financial Management Becomes a Challenge, How Do You Add a Trusted Associate?   

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