Money and Success

The New Retirement

Robert Margetic

The New Retirement – Transitions

We’ve all been through transitions in our lives. Leaving home, going to college, starting a new job or family, these transitions can be both exhilarating and frightening. You can tap this experience as you move through your next transition being a career change or an encore career in retirement. Studies show people keeping busy by doing something of importance to them extends their lives and adds enjoyment to the next phase of life. Matthew Tuttle CFP and CEO of Tuttle Wealth shares how he helps his clients transition their lives and investment portfolios. Isabelle St- Jean is a Certified Retirement Coach. She shares her process on how you can approach and manage major life transitions.