|Business Wire, Inc.|
A Free Guide for Everyone from the Snoozers to the Wood Knockers to the Preemptive Planners
Through a series of questions and answers, the publication will help Americans identify their own type and guide them through the planning stages, especially the important first steps to a happy and financially sound retirement.
“People will easily recognize themselves through the questions we pose, but they shouldn’t be dismayed by the categorizations,” said
“This guide will help just about everyone move forward in pursuit of a comfortable retirement from wherever they are in life and within the parameters of whatever ‘type’ they happen to be. Even the best planners are hit with surprises, the unexpected life trigger events that can derail the most carefully laid plans.”
The questions posed to readers of the guide revolve around people’s views of the future, how they plan for the unexpected and their general household budget practices. Through the answers, individuals will be able to identify themselves as a planner type who belongs in one of three groups:
1. Waiting – Pathways open, but action not yet taken.
2. Willing – Plans made, but in a holding pattern; not much forward motion.
3. Working – Already embarked on a retirement pathway, tools in hand and in pretty good shape.
From there, they’ll receive more specific instructions. For the third group, the advice is to stay the course and track progress so necessary adjustments can be made. For the others, there is more specific advice on how to determine income and investment strategies, how to plan for the unexpected, gather information, do the math, seek advice and put a plan in motion.
The guide also contains real-life stories of individuals and couples at various stages in the retirement planning process to assist those who may recognize themselves and emulate the tips offered by the people profiled.
Finally, the publication offers direction for all types of retirement planners:
- Develop a Sense of Self-Reliance – An Acquirable Trait
- Think About the Future – All the Way to the End
- Anticipate or Expect the Unexpected
- Designate a Budget Column for Today and the Future
- Set and Live by Personal Financial Rules
Sit Downand Focus on the Future – Talk About It
- Engage in the “What Ifs?”
- Put the Pencil to the Paper, or Cursor to the Screen; Do the Math, All of It
- Gather Information
- Seek Advice
- Start As Soon As Possible
The MetLife Tips for Types Workbook: Real-Life Strategies for the Retirement
Scripps Gerontology Center,
Scripps Gerontology Center is a research and training center with a broad research agenda including health, disability, and longevity; long-term care systems and services; workforce and retirement issues; caregiving; technology and aging; and demography. Applied research is conducted for policy makers, public administrators, planners, service providers, academics, and the general public. www.scripps.muohio.edu
The MetLife Mature Market Institute®
The Institute supports MetLife’s long-standing commitment to identifying emerging issues and innovative solutions for the challenges of life.
|Copyright:||Copyright Business Wire 2011|