Retirement Planning

Why Lifestyle Planning is the most Crucial Element of Financial Planning

One of the keys to success in financial planning is to be fully aware of what’s going on in your life now and in the future. By deeply understanding yourself and your goals in life, you’ll be in a good position to put a financial plan in place that supports your life plan. 

Have you ever noticed that when some people retire, they make a point of doing the daily 

crossword or even the sudoku? As people, we like to feel that we’ve had some mental challenge. It’s what nature needs… 

I say this because when we transition from work to retirement, we can understand the subtle nuances in human psychology and appreciate what working life brings to the table. Then we can plan our lives in such a way as to give us the best chance at leading a fulfilled retirement. 

This article is for people who have been in work f

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