The Retirement Crisis No One Warns You About

As financial planners, we spend a great deal of time helping clients prepare for retirement by building savings, managing risk, and planning for longevity. This article, “The Retirement Crisis No One Warns You About: Mattering” from the Wall Street Journal highlights an equally important—and often overlooked—dimension of retirement readiness: the need to continue feeling valued, connected, and purposeful after leaving the workforce.

The piece underscores that true retirement planning extends beyond financial security. Research shows that meaning, relationships, and opportunities to contribute play a critical role in long-term happiness and well-being in retirement.

We found this perspective thoughtful and timely, and wanted to share it as a reminder that preparing for retirement isn’t just about how long our money lasts—but how fulfilled we feel in the life we are living.

If you would like to learn more about our planning process and how we work with clients to support both the financial and personal dimensions of retirement, please don’t hesitate to reach out.