1. Selecting your retirement lifestyle

Life’s Financial Journeys

Heading Off to College
Getting Out on Your Own
Blending Two Lives
Having a Child
Emptying the Nest
Entering Retirement
Death of a Life Partner
Military Life

Working 30 or more years to finally reach “retirement” is a wonderful experience. What will you retire “to”? Deciding what you want to do during retirement is an important question.

The freedom from “work” can quickly lead to a loss of identity, a loss of focus and for couples the need to establish new boundaries.

By thinking through the process you can assure a more fulfilled, enjoyable retirement while rediscovering yourself and having some fun.

The following subtasks may assist you in selecting your retirement lifestyle. You will find detailed resources for these subtasks under the links in the right column of this page.

Subtask 1: Volunteer and help others

Subtask 2: Work during retirement

Subtask 3: Manage Grandma and Grandpa’s day care

Subtask 4: Enjoy travel

Entering Retirement Tasks

1. Selecting your retirement lifestyle
2. Estimating your monthly retirement income
3. Setting up your spending plan
4. Enrolling in Social Security and Medicare
5. Managing taxes during retirement

Selecting your retirement lifestyle Subtasks

1. Volunteer and help others
2. Work during retirement
3. Manage Grandma and Grandpa’s day care
4. Enjoy travel


NAPFA Consumer Education Foundation
8700 W. Bryn Mawr Ave., Suite 700N
Chicago, IL 60631
(847) 483–5400 ext. 106