Living in the Retirement Zone

If you've ever had the chance to watch an elite basketball player or musician performing at their absolute peak, you know what it means to be "in the zone." Everything's clicking, and all of the outside concerns fade to the background.



Alex Sutherland, president of LifePlan Group, says this feeling of bliss isn't just reserved for world-class athletes and artists. He believes with proper financial planning, anyone can experience what he calls the "Retirement Zone."



Inside his book, Living in the Retirement Zone, Alex explains how he's helped clients spend their retirement years doing the things that give them joy and fulfillment, without constant concerns about finances. Some of the topics covered in this book include:

• How some money-saving habits from your working years might not be helpful in retirement.

• How to prepare for and address some of the financial realities of retirement, like Social Security taxes and required minimum distributions.

• Why it's important to find an advisor who understands your goals and your full financial picture

• How retirement can be a great transition, and how developing the right mindset can be as important as having the right financial resources.