A Warm Up For Retirement

Retirement? What do you mean, Retirement?! That is in the waaay distant future, you may say.

Well the lock down, shelter in place, husbands and wives/girlfriends and boyfriends/parents and kids working from home TOGETHER is just that: a warm-up for retirement. Or a forced “retirement together” for those already retired.

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Retirement – or being one-on-one 24/7 with the same person or people – is not as easy as it looks!

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Mindset Scorecard

If it is “TGIF” that is a good thing. Let’s have a little fun here.

What is your current mindset, financially?

If that is a difficult question to answer right way – or even if not – check out a useful tool: “The Retirement Mindset Scorecard.” Even if retirement is not your primary concern today, the Scorecard is still relevant and helpful!

There are 8 categories to Financial Mindset, as we see it:Retirement Mindset Scorecard

  • VISION
  • PREPAREDNESS
  • AWARENESS
  • KNOWLEDGE
  • PROTECTIONS
  • SUPPORT STRUCTURE
  • HEALTH AND WELLNESS
  • GUIDANCE

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