Retirement

Meet Our Specialist: Rick Epple

Welcome to the resource page for Retirement.

Curated by:
Teri Alexander

Get SMI Newsletter

Did You Know?

Ages 65-74

are best for a happy retirement.

70%

of individuals who reach age 65 will need long-term care at some point.

Curated Content

Helpful videos, books, articles and support groups related to retirement.

Videos Books, Articles, and Podcasts Support Groups and Partners

Curated Videos

Curated Books, Articles and Podcasts

Books

  • 4th Quarter Fumbles, by Dennis Stearns CFP ®, Stearns Financial Group Field Guide Series, 2018
  • How to Live Forever: The Enduring Power of Connecting the Generations, by Marc Freedman, Public Affairs, 2018
  • The 100-Year Life: Living and Working in the Age of Longevity, by Linda Gratton and Andrew Scott, Bloomsbury Business, Reprint Edition, 2017
  • Transitions: Making Sense of Life’s Changes, by William Bridges, Da Capo Lifelong Books, 2004
  • Boomer Reinvention: How to Create Your Dream Career Over 50, by John Tarnoff, Reinvention Press, 2017

Articles

"The Four Transitions of Aging", by Steve Grisham, Financial Advisor Magazine, Feb. 1, 2019
https://www.fa-mag.com/news/the-four-transitions-of-aging-42891.html?section=47

Support Groups & Partners

From Our Blog

First 10 days of a Lottery Win

Transition to Transition Fatigue

On 2021 Being Less Bad With Mindfulness