The Society of Actuaries’ Committee on Post Retirement Needs and Risks recently published a set of briefs outlining major decisions in retirement. They are written with the intent of creating thought provoking discussions prior to retirement. I have been surrounded by the thoughts of retirement since I started in this field at the age of 22. I have always known that my area of expertise in the retirement puzzle is quite small and these briefs support the wide variety of considerations that one must ponder before retirement. The briefs divide the thoughts and advice into easy-to-read chunks, geared towards individuals. They reinforce the fact that the only certain thing in retirement is that every situation is unique; you must look at your own situation, financial and personal, before you take the next journey.
Access the briefs on the Society’s website: