• Our View

    Today’s retirement is unlike that of any generation in history. With longer lifespans, better healthcare, and rapid innovations in technology, for today’s retirees, almost nothing is impossible. But to do retirement well, an intentional approach to your money, your time and your life is needed.

What’s Next?

If you’re like most people, you’ve probably started to wonder what life is going to look like in retirement.

  • Where do I want to travel?
  • Will I be able to afford all the things I want to do?
  • How will I stay active and healthy?
  • Should I work part-time at something I love?
  • What if I started my own business?
  • Where should I spend time volunteering?
  • Who will I spend most of my time with?

These are some of the questions our clients consider as they head into retirement. Over the past 24 years we’ve helped thousands navigate these decisions and we’ve arrived at a single belief: it’s not what you do in retirement that matters, but instead a focus on 4 key areas that leads to a fulfilling retirement.

Success In Retirement

Introducing Future Framework: A new approach to understanding what the happiest retirees have done to retire well. Derived from dozens of academic studies, and our own experiences with clients, Future Framework is a combination of 4 key areas of focus that retirees have said provide the most fulfilling and rewarding retirement experience.

Retiring Well

So what does this mean for you? As you think about how you are going to spend your time in retirement, it’s important that you consider the 4 areas of your Future Framework. Make time for your friends. Find ways to utilize your skills around the house, or in your community. Place an emphasis on diet and exercise. And get a solid financial plan in place.

We want you to thrive. Meeting with a credentialed, fiduciary advisor from Hanson McClain, someone who has an interest in more than just your finances, could be the first and most important step to retiring well.

1Putting Value on Your Value. https://www.vanguard.com/pdf/ISGQVAA.pdf
2Holt-Lunstad J, Smith TB, Layton JB (2010) Social Relationships and Mortality Risk: A Meta-analytic Review. PLoS Med 7(7): e1000316. doi:10.1371/journal.pmed.1000316
3P. L. Hill and N. A. Turiano, “Purpose in Life as a Predictor of Mortality Across Adulthood,” Psychological Science 25, no. 7 (2014): 1482– 86). P. A. Boyle, A. S. Buchman, L. L. Barnes, and D. A. Bennett, “Effect of a Purpose in Life on Risk of Incident Alzheimer Disease and Mild Cognitive Impairment in Community-Dwelling Older Persons,” Archives of General Psychiatry 67, no. 3 (2010): 304– 10
4Merrill Lynch Health & Retirement. http://www.ml.com/publish/content/application/pdf/GWMOL/MLWM_Health-and-Retirement-2014.pdf