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FINANCIAL

Financial Planning for a Secure Future through My Plan After 50

Of the Eight Elements Essential for a Vibrant Life after 50, financial planning is the 800-pound gorilla! And yet, a recent survey found that nearly three of every four Boomers don’t believe their personal finances will generate money sufficient for them to be able to retire.

Another survey indicates that, of the generations currently in the workforce, Boomers rank highest in terms of knowing that they should be investing more towards retirement, and lowest in terms of planning to implement needed changes within the next 60 days!

If the most apparent element of a vibrant life after 50 isn’t getting our focused attention and planning, what will it take for us to shift our investment of time and energy from the present to our very own (and only!) future life? Whatever gets in the way of preparing for financial security  needs to give way to an attitude that shouts, “It’s my future, my time, and I’m going to begin today doing what it will take to make my life after 50 long, full and vibrant!”

That’s what the comprehensive planning within My Plan After 50 is here to support. Financial planning, financial calculators (as well as wellness calculators!), coaching, and other tools and resources that bring focus to your life planning. We’ve partnered and aligned with some of the best, most trusted of financial planning resources in the country. With us, they recognize that your future is about more than just investing money; it’s about what your investing and personal finances are for, and what your greater life plan is all about, whether or not that includes retirement.

Our My Plan After 50 planning resources include:

  • Articles concerning financial planning
  • Personal finance calculators
  • Tools for self-directed financial planning, including the My Plan After 50 workbook
  • Blog topics and webinars on money, investing, financial planning and personal finances
  • Life and retirement coaching
  • Online communities of other Boomers addressing personal finances issues in their life-after-50 plan!

Explore all the rich financial resources available to you as a MEMBER of My Plan After 50.

 


Featured Articles

Exploring a Complete Financial Plan

This article outlines the essential elements of a financial plan that, when addressed, can reduce risk and uncertainty.

Why Plan for Life After 50
By taking time to do some advance planning the 30+ years of retirement can become a time of joy and meaning instead of fear and depression.
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Featured Workbooks

My Plan After 50 complete workbook

This workbook helps users assess, plan, and implement their growth in all of the Eight Elements Essential for a Vibrant Life After 50.  It can be used as a self-guided tool or in cooperation with a coach.

View All Workbooks