Living Off Your Acorns: Your Guide To The Four Phases of Retirement

Contents Preface Introduction Phase 1: PRE-GO What We See in Practice Key Mindset Shifts Risks Spending Changes – What to Expect Tax and Planning Opportunities How to Invest The Pre-Flight Checklist Phase 2: GO-GO What We See in Practice Key Mindset Shifts Risks Spending Changes Tax and Planning Opportunities How to Invest—The Shift to Taking Income The In-Flight Checklist Phase 3: SLOW-GO What We See in Practice Key Mindset Shifts Risks Spending Changes Tax and Planning Opportunities How to Invest The Pre-Landing Checklist Phase 4: NO-GO What We See in Practice Key Mindset Shifts Risks Spending Changes Tax and Planning Opportunities How to Invest The Landing Checklist Considerations Across the Phases Getting Married Later in Life Marriage and Social Security Benefits Late Life Divorce Navigating Retirement as a Single Person Losing a Spouse