With Thanksgiving around the corner, the air feels crisp, the leaves are turning, and plans for the big meal are taking shape. Family and friends will be gathering together to share stories from the year and enjoy delicious food and each other’s company. It’s a season for connection — and also a good moment to pause and reflect on what matters most in the years ahead.

For those approaching retirement or already enjoying their golden years, this season offers a meaningful reminder to align your lifestyle goals with your financial plans.

Just like the change of the seasons, retirement offers the start of something new, and your retirement chapter is one full of opportunities. It’s a time to pursue passions, reconnect with old hobbies, spend more time with loved ones, or use your skills in new ways — whether that’s volunteering or traveling the world. But just like your Thanksgiving dinner, the best retirement plans should be thoughtfully prepared!

What are Your Retirement Goals?

If you’re nearing retirement, have you pictured what everyday life will look like? And if you’re already there, is it everything you hoped — or are there adjustments you’d like to make?

Consider these questions to help define your retirement lifestyle goals:

• Have your priorities or lifestyle preferences changed?
  Maybe you once dreamed of retiring abroad or traveling often, but now find yourself wanting to stay closer to home and family. If your vision has changed, your financial plan should shift with it.
• Do your expenses match the lifestyle you want?
  Make sure your spending matches your vision — whether that means budgeting for travel, healthcare, or hobbies — so you can enjoy your retirement without worrying about money.
• Will your income support your goals through every stage of retirement?
  Talk with your advisor to ensure your retirement accounts, investments, Social Security, and other income sources will last through all phases of your retirement.

A Time to Be Thankful—and Proactive

While gratitude is the heart of Thanksgiving, proactive planning is the backbone of a fulfilling retirement. Partnering with a trusted financial advisor can help turn your vision into a well-supported reality. With the right guidance, your financial plan can feel just as abundant and well-prepared as your Thanksgiving table.

Wishing you and your family a joyful Thanksgiving and a fulfilling retirement journey ahead! If you’d like to revisit your retirement plan or explore new goals, we’d love to help — schedule a complimentary review with our team today.