Retirement Planning

5 Tips to Be Prepared for Retirement

Do you desire joy and a sense of purpose? Then the best thing you can do is prepare for the emotional and psychological impacts of your post-career life! Preparing for a purpose-filled retirement is not all about the money. 💸

Here are 5 tips for making your transition a smooth one:

✅ Start thinking about your retirement 1-5 years in advance.
If you’re going to be making big lifestyle changes like moving or travelling, your key to success is thinking it through well in advance.

Have you considered semi-retirement?

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What’s often called a “bridge-job” is a part-time job that bridges the transition between a full-time career and retirement.

Having a bridge-job or being semi-retired can be a great way to ease into the transition of retirement, both emotionally and financially.

Would you consider working part-time as a transition into retirement? What could you imagine yourself doing? Comment below!

COVID-19: Got You Rethinking Retirement?

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For some of you, COVID-19 may be giving you a taste of what retirement could be like especially without a plan.

You may be feeling isolated and alone without your social connections, lost without a purpose, bored without activities, and worried about your finances.

Whether you are retiring during the pandemic or after, there are key elements that need to be considered to plan for a smoother transition and a happy retirement.

Join Marielle Gauthier, Executive Coach and Norm Lalonde, Certified Financial Planner as they present the financial and non-financial aspects of planning for your retirement.

For more information and to register: https://www.powerupyourretirement.com/retirement-webinar

10 Steps to Get on The Path to a Happy Retirement

10 Steps to Get on The Path to a Happy Retirement

When it comes to retirement preparation, the first thing that seems to come to mind for people is finances. Of course, the money matters are a critical part of being able to retire and determine when you will retire. After that is established, however, there is so much beyond financial preparation that you can do to ensure a happy retirement. We all know money doesn’t buy happiness, so let’s not stop at financial preparation when it comes to retirement! Your happiness in retirement is worth the effort of truly investing in your future emotional well-being.

How do you get prepared? Here are 10 steps to guide you as you consider, not only what your retirement will look like practically, but how you want to FEEL in your retirement.

Impact of COVID-19 On Your Retirement

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Are you a year or two away from retirement and worried about the impact the current pandemic may have on your plans?

Financial stress is real for a lot of people right now, in a lot of different ways. If you are facing the necessity of revising your timeline on retirement plans, how are you coping with this emotionally?

As a Results Certified Coach who specializes in the transition to retirement, I have the tools to support you as you navigate the emotional impact of these changes to your plans. Please reach out by sending me an email at marielle@redworkscoaching.com.

Succession Planning for Your Business

The COVID-19 outbreak has shown the importance of having a succession plan in place that accounts for unforeseen events. If your business does not already have one in place, there is no better time to do so than now!

Many small businesses are dependent on the owner, which means being capable of retirement or a career transition requires strategic forethought and action built into the structure of an organization. Having a strategy for developing people who can move up when key employees leave is critical to the long term success of a business.

Estate Planning: The Health Care Directive

In my three-part Estate Planning series with lawyer, Elizabeth Williamson of Williamson Law, we cover the Last Will and Testament, Power of Attorney and the Health Care Directive.

In this video, Elizabeth explains the purpose of a Health Care Directive (also known as a Living Will) and what to consider when preparing one.

Estate Planning: Power of Attorney

In my three-part Estate Planning series with lawyer, Elizabeth Williamson of Williamson Law, we cover the Last Will and Testament, Power of Attorney and the Health Care Directive.

In this video, Elizabeth explains what is a Power of Attorney; what they can and cannot do, and whether or not everyone needs one.

Estate Planning: Your Last Will and Testament

In my three-part Estate Planning series with lawyer, Elizabeth Williamson of Williamson Law, we cover the Last Will and Testament, Power of Attorney and the Health Care Directive.

In this video, Elizabeth focuses on the Will, a very important document required as part of your Estate Planning. Do you have one? If you do have a will how current is it? Does it need some updating?

She explains the importance of having a Will, what we need to create a Will, and different scenarios that could impact your last wishes.

Support your retiring employees

Support your retiring employees

Do you have employees nearing retirement?

Fears related to change and feelings of uncertainty about the future can make the anticipation of retirement stressful.

As a strategic advisor specializing in life-transitions, with a focus on retirement, I work with individuals to create a purpose-driven retirement lifestyle plan. My clients see positive transformation in their lives as a result of the work.

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