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5 Things Retirees Should Know in 2023

5 Things Retirees Should Know in 2023

July 14, 2023

An older couple came into the office not long ago to talk about having us manage their money. Around the middle of the meeting after I had already gotten some personal and most of the financial information, I began asking some life-related questions. I said to the wife, “You shared a lot of great things with me today as a couple. But now, I want you to share more things about you in particular. I want you to think about all you’ve accomplished in life, all of your memories. And out of those memories, I want you to tell me what’s missing. What are some of the things that you’ve wanted to do and just kept putting off, and now you don’t know if you’ll ever do them?”