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Happy in Retirement: The Power of Planning

A recent Northwest Mutual study shows a connection between being a disciplined financial planner and being happy in retirement. The study shows that highly disciplined planners — those who know their goals, have detailed plans to meet them and don’t deviate from those plans — are more likely than non-planners to say they are “happy in retirement” (91 percent vs. 63 percent).


“Happiness can’t be bought, of course, but it can be planned for,” says Northwestern Mutual executive vice president Greg Oberland. “The links between discipline, financial security and happiness are quite distinct. There’s some powerful evidence to suggest that the small steps you take today can make a real difference tomorrow.”

To download the complete study, click here.


The opinions expressed by featured authors are their own and may not accurately reflect those of JDH Wealth Management. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice. Information regarding references to third-party sites: Referenced third-party sites are not under our control, and we are not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. Any link provided to you is only as a convenience, and the inclusion of any link does not imply our endorsement of the site.

© 2014, JDH Wealth Management


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