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The Master’s Minute

Helpful Tools and Tips

“That Age”

May 1, 2017 by Deborah K. Lorah

Two months ago I celebrated a milestone in my life. I use the term “celebrated” loosely. Actually, age 59 ½ came and went without a cake or candle, greeting card or bouquet of flowers. I would have never given it a thought had not my financial advisor brought up the topic of retirement in my recent review meeting – all because I have now reached “That Age.”

I have a sign posted on my cubicle wall, “Yes, I do have a retirement plan. I plan on quilting.” (That’s quilting with an L, not quitting!)

That funny little sign and that conversation with my advisor started me thinking about life after employment and how there needs to be more to retirement than quilting. How do I go about giving up my identity as a full-time workplace employee to that of full-time retiree? That prompted thoughts about the Imagine workshops that Master’s Advisors hosted many years ago for folks who were then nearing retirement. I remembered that the workbooks for those workshops forced those nearing “That Age” to begin thinking about the physical, mental, spiritual and financial aspects of retirement planning.

That prompted a search of my junk drawer here at work to see if I had kept a copy of that workbook that I could use as I start to imagine what retirement will look like for me. Two things happened in that search: 1) I discovered that the junk drawer is a horrid mess and could really use a good cleaning, and 2) I found a copy of the workbook.

Interestingly, on page three of the workbook, I found the top ten reasons people flunk retirement. Who knew you could flunk retirement! One of those reasons is not having a plan. Apparently the adage: “Those who fail to plan, plan to fail” can apply to retirement. So, armed with a workbook filled with assessments, activities and resources, and with regular meetings with my advisor, I aim to have a plan in place for when I am no longer employed that includes a purpose beyond quilting.

*There’s good news for you! Securities America, Inc. still offers that workbook in an electronic format. If you are at “That Age” or know someone who is, a copy of the Imagine workbook can be yours. There is a Couples’ Version and a Single’s Version. Feel free to let me know which version you want and I’ll e-mail it to you.

Filed Under: Blog, Personal Development

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Securities offered through Securities America Inc., member FINRA/SIPC. Master's Advisors is not affiliated with the Securities America companies. Advisory services offered through Securities America Advisors, Inc. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. This communication is strictly intended for individuals residing in the states of CO, DE, FL, IL, IN, KY, MD, ME, NC, NE, NJ, OH, OK, PA, SC, TN, TX, VA, VT, WV, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies,  websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. All images and Content Copyright © 2020 Masters Advisors, Inc. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

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