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A HERETIC I AM

(24,743 posts)
3. You might consider finding a local Broker/Financial Advisor for starters.
Mon Apr 17, 2017, 07:41 PM
Apr 2017

You sort of asked two questions in your post;

1)

Looking for suggestions on financial planning/management


And

2)
Looking for suggestions as to how to make the transition from working stiff to retired geezer.



My title line is how I would answer the first question.
Is your pension secure? Good, solid firm or entity?

You could probably do with an asset assessment for starters, to see where you are.

It is of course possible to do all this yourself, including any solid financial plan, and having said that, I want to clarify that I am not suggesting you seek a professional as your only option.


As far as question #2....I think Warpy has it right. No matter what it is, choose something that has always interested you to do, but couldn't find the time to while you were working.

Want to ride a bike more? Florida has great weather..... well...Except when it doesn't!

Do the thing or things you've been putting off. Build an HO model train layout. Write the essay/short story/novel you think you have in you. Learn to Sail. Whatever the hell it is and has been, now's the time!

Do your best to look after your mom, and have some fun!

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