After several decades of working and saving, the transition into retirement can be tricky. Not only can retirement involve a major lifestyle shift (i.e., how to fill all of those hours that were previously spent at work) but also a financial transition from accumulating assets to spending them down. And, while financial advisers can comment on this transition based on the experiences of their retired clients, very few will have experienced this transition (and the changes that go along with it) themselves.
With this in mind, Mike Lynch, managing director of applied insights at Hartford Funds, came up with the idea for a “retirement mentorship” program that advisers can incorporate into their practices.
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