Ten Tips To Prepare For Retirement

Recently, I was on a company trip with my husband who is a wealth advisor. It was an awards trip for high performers. It has been fun over the years to meet people across the country and become friends. In past years, the conversations focused on sharing best practices about how they structured, built, and enhanced their businesses.

Now these friends are in the fourth quarter of their careers, and our conversations are shifting into less familiar territory. Everyone had worked very hard to become star contributors to their businesses. Now they were starting to ask each other questions like How do I step away? How can I plan to transition out of the business?