Planning for Retirement as a Couple

Hi everyone! Kathy Longo here with the Flourish Financially Challenge. Welcome to your weekly opportunity to take a few minutes to set a small goal that can help you achieve your larger aspirations. This week I will be talking about Planning for Retirement as a Couple.

Even the strongest couples face challenges during life transitions, and retirement is one of them. For a couple to successfully enjoy their retirement together, one of the most important things they can do is to get the timing right for both of them. That’s why it’s so important to have a thoughtful discussion beforehand.
 
You and your spouse should have a shared understanding of your visions for retirement, your preferred timing, and even details like how to accomplish daily housework tasks. Kathy shares guidance on how to start the conversation in this episode focused on communication for couples nearing retirement.
 

Let’s get started!

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Picture of Kathy Longo, CFP<sup>®</sup>, CAP<sup>®</sup>, CDFA<sup>®</sup>
Kathy Longo, CFP®, CAP®, CDFA®

Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst with over twenty-five years of wealth management experience. She is the founder and president of Flourish Wealth Management, an independent boutique wealth management firm in the Minneapolis area.

It is important to feel you have control over your future. At Flourish Wealth management, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.

If you would like to learn more about Flourish Wealth Management, have questions for our advisors, or would like to schedule a complimentary “Get Acquainted” meeting to see if we are the right fit for you and your needs, please contact us today!