Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

What Surprises People Most in the First Year of Retirement

What Surprises People Most in the First Year of Retirement

PART TWO:
Many people expect retirement to feel like crossing the finish line after a long and demanding marathon, a well-earned exhale filled with rest, freedom, and rejuvenation.

But in our experience working with clients at Gates Pass Advisors, the emotional and personal phases of retirement can be more complex than expected.

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Moving From Recognized Achievement to Retirement

Transitions with Intention

PART ONE:
Rethinking Success: The Transition into Retirement.

A recent article in the WSJ, “Career and Leadership Newsletter”, written by Carol Hymowitz, caught my attention. It shared the story of a highly successful, driven woman who described her transition into retirement, not as a gradual slowing down, but as a shift prompted by unexpected health challenges, including fractures and a minor heart attack linked to anxiety.

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