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Retirement Lifestyle Resources & Planning Tools

Expert workbooks, checklists, designed to help you navigate the social, mental, and physical transitions of retirement.
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Work to What’s Next: A 7-Day Challenge
 

The Work to What’s Next: A 7-Day Challenge is a transformative week-long program designed to help retirees shift their focus from career-driven routines to a lifestyle of purpose and personal fulfillment.

FREE
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Countdown to Retirement: Your Essential Checklist
 

The Countdown to Retirement: Your Essential Checklist is a comprehensive timeline designed to help retirees organize the critical non-financial milestones of their transition, from establishing new social routines to auditing mental and physical wellness.

FREE
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Beyond The Numbers: The Human Side of Retirement A short guide for CFPs

This guide helps you recognize common patterns and ask a few simple questions that can lead to better retirement outcomes.

FREE
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For adult children of retired parents

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Holding Pattern 

A short guide for adult children whose parent has slowed down, with fewer plans and fewer people. Includes conversation starters, what to look for, and a one-page worksheet.

FREE
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Family Orbit Guide
 

A short guide for adult children whose parent’s world revolves around the family. Includes ways to step back gently, plus conversation starters and a worksheet.

FREE
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Sidelined Professional Guide

A short guide for adult children whose parent still misses being the person people counted on. Includes what to ask, what to avoid, and a one-page worksheet.

FREE
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Life Builder Guide

A short guide for adult children whose parent is already building a life after work. Includes three questions to ask and a worksheet for deciding what deserves more room.

FREE
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