Many retirees want more than financial well-being in retirement. When asked what retirement means to them, Baby Boomers go beyond attention on health and financial security to activities intended to increase their happiness. People often describe their hopes for retirement in terms of money, health and happiness - and well-being is the concept that captures all three.
Retirement readiness, as defined by the International Foundation for Retirement Education (InFRE)
, consists of the intersection of three ares of preparation that create retirement well-being:
- geo-financial (geographical and financial readiness)
- bio medical (biological and medical readiness), and
- psycho-social (psychological and social readiness).
Before and during retirement you must make many financial and non-financial decisions that will affect your economic and retirement well-being.
The resources below are chosen because they are best-in-class education and tools from leading retirement authors and experts to help consumers and employees like you stay a step ahead and understand how to make informed essential retirement decisions.
Courses are designed for do-it-yourself consumers and employees or those who (wisely) seek to better understand how to create a basic financial, retirement, or retirement income plan before working with a retirement advisor.
You may choose the media you like to learn from at the level that's right for you. Courses are available in print, downloadable ebook or PDF, elearning, and MP3 formats.
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