In the News

Title

Turning a Saver Into a Spender: Retirement Scan

Authors

On Wall Street

Document Type

Article

Publication Date

11-30-2015

Abstract

Transition to retirement means that clients need to shift from being a saver to a spender, and this could pose certain challenges, according to this article in U.S. News & World Report. To navigate through the transition with ease, new retirees are advised to develop a spending plan that accounts for the living costs and activities that will need funding as well as focus on the things that are meaningful and rewarding to them.