The New Retirement

It is possible that you won’t have an official first day of retirement, but rather a phased transition into it.  That could mean working reduced hours for your full-time employer, or perhaps finding a part-time job.  Worse, you could be planning to work for several more years, but may have to begin retirement sooner than you had planned.  There are many challenges to overcome during the transitional retirement:

  • Maintaining health insurance coverage with during the COBRA and beyond that coverage period.
  • Continuing to build your retirement nest egg.
  • Determining what employee benefits from your former employer can be continued or taken with you.
  • Identifying full-time, part-time, and self-employment options that can help you achieve your retirement goal.

 

Call to discuss your situation in greater detail, and learn how we can help you navigate this transitional phase into full retirement.


About DDO Advisory

DDO Advisory Services offers sophisticated and customized Financial Planning, Investment Management, and Insurance solutions for families, professionals, and business owners in New York City, the Hudson Valley, and New England.

Our approach is to fully integrate all aspects of your financial planning - budgeting and cash flow, insurance, investment management, retirement planning, education funding, as well as tax and estate planning - because no financial decisions exist in a vacuum. Schedule your complimentary consultation today by calling (646) 234-4881.

DDO Advisory Services, LLC
Office:  6369 Mill Street, Suite 209, Rhinebeck, NY  12572
Mail:  P.O. Box 900, Rhinebeck, NY  12572
(646) 234-4881

About Dan

Daniel D'Ordine, CFP® has been helping families oversee their financial affairs for over 15 years. He has been a CFP® certification holder since 2005, and holds degrees from Brown University and New York University. He serves on the Board of the Brown University Club in New York, and is a member of the Rhinebeck Science Foundation Finance Committee. He lives in Rhinebeck, NY with his wife and three children.

Daniel D’Ordine, CFP®

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