Catherine Allen - The Retirement Boom: An All Inclusive Guide to Money, Life, and Health in Your Next Chapter

The Retirement Boom is one of those just-in-time thought-provoking tools that gives you practical checklists, best-life strategies, and a healthy dose of caution and encouragement. It is a great read for anyone whos ready to take control of creating a personal plan for retirement. It also serves as a gentle, but effective nudge for anyone who has delayed taking steps to prepare for this critical phase of life.

Sharon C. Taylor, senior vice president, Human Resources, Prudential

Finally! The definitive book on creating a purposeful and fulfilling second half of life. Inspiring and practical, filled with real-life stories and good sense, this book will give its readers the know-how to clarify their dreams and realize their true potential. It is a road map to a joyful encore life that is uniquely ones own, formed by experience and wisdom and self-awareness. A life changer!

Linda Watt, former U.S. Ambassador to Panama; former CEO, The Episcopal Church; Encore Innovation Fellow, 20132014

The Retirement Boom offers a powerful perspective on how to make the golden years also be the renaissance period of your life. A compelling read to enrich and live life to its fullest and take advantage of all its bounty while not squandering the so-called retirement years.

Rakesh Gangwal co-founder, IndiGo; former chairman, president and CEO, Worldspan Technologies, Inc.; former president and CEO, U.S. Airways Group

These authors have nailed it. Say good-bye retirement and hello to the best years of your life. The Retirement Boom provides the tools you need to redefine your golden years, turning them into exactly what you had in mind, regardless of what that vision is.

Susan C. Keating, president and CEO, National Foundation for Credit Counseling

The Retirement Boom is a must read for anyone who wants to have a rewarding, meaningful and financially secure life post retirement. It is also a wake-up call for Boomers, particularly women, who have not adequately planned for the savings they will need as well as for policymakers and corporate human resource officials to more creatively address financial planning for those who will be leaving the formal workforce. This book is timely, practical and compelling.

Melanne Verveer, former U.S. Ambassador for Global Womens Issues, U.S. Department of State

Reading The Retirement Boom is like meeting up with a trusted friend who is a combination of career mentor, financial advisor, innovative thinker, and idea person about the process of retirementa process that clearly deserves serious rethinking! It opens up new vistas of opportunity, with practical suggestions for anyone contemplating a transition in their life and work. The authors meet a great need for the Baby Boomer and older population with an exciting, refreshing analysis of the retirement process. This book will be read widely and discussed deeply! Bring on the revolution!

Dr. Brady Deaton, former Chancellor, University of Missouri

As Americans live longer lives, it is increasingly important for both our health and our wealth that we find fulfilling ways to remain engaged in society and our economy. This book provides a how-to guide for individuals making this transition. Heres hoping that our public policies also pivot to helping Americans realize retirement as a period of productive change rather than withdrawal.

Charles Blahous, Research Fellow, The Hoover Institution

The Retirement Boom is a hands-on practical guide to plan for our next life stage after a traditional career. I am retiring this year, and rather than putting a period on my life, retirement is going to be filled with exclamation marks!!! It is never too late to reboot and reinvent. After reading this book you will be ready to move into another chapter of your life. Read this book. It will excite your future and help you turn SUCCESS INTO SIGNIFICANCE!!!!

Joan Cronan, Womens Athletics Director Emeritus, University of Tennessee

An All - Inclusive Guide to Money, Life, and Health in Your Next Chapter

THE RETIREMENT BOOM

By

CATHERINE ALLEN, NANCY BEARG, RITA FOLEY, AND JAYE SMITH

FOREWORD BY ALAN WEBBER

Copyright 2016 Catherine Allen, Nancy Bearg, Rita Foley, and Jaye Smith

All rights reserved under the Pan-American and International Copyright Conventions. This book may not be reproduced, in whole or in part, in any form or by any means electronic or mechanical, including photocopying, recording, or by any information storage and retrieval system now known or hereafter invented, without written permission from the publisher, The Career Press.

Geek Squad, Apple Genius Bar, Facetime, iPhone, and iPad are registered trademarks.

Reboot Your Life and Reboot Break are used in this book as U.S. trademarks owned by Reboot Partners LLC and are used with Reboot Partners permission.

THE RETIREMENT BOOM
E DITED BY J ODI B RANDON
T YPESET BY E ILEEN M UNSON

Cover design by Rob Johnson
Printed in the U.S.A.

To order this title, please call toll-free 1-800-CAREER-1 (NJ and Canada: 201-848-0310) to order using VISA or MasterCard, or for further information on books from Career Press.

The Career Press, Inc.
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www.careerpress.com

Library of Congress Cataloging-in-Publication Data

Allen, Catherine (Writer on retirement)
The retirement boom : an all inclusive guide to money, life, and health in your next chapter / by Catherine Allen, Nancy Bearg, Rita Foley, and Jaye Smith ; foreword by Alan Webber.
pages cm
Includes index.
ISBN 978-1-63265-016-0 (paperback)ISBN 978-1-63265-982-8 (ebook) 1. Baby boom generationRetirementUnited States. 2. RetirementUnited StatesPlanning. 3. Finance, PersonalUnited States. I. Bearg, Nancy J. II. Foley, Rita. III. Title.

HQ1063.2.U6A435 2015
306.380973dc23

2015028937

We dedicate this book to everyone
who is seeking to
create a great next chapter of life.

We wrote this story for youyes, all of you Baby Boomers, the generation that has the courage to dream, to dare, and to live life to its fullest. Thanks also to our parents for putting up with us, especially in the revolutionary times of the 60sthe inspiration for a major theme of the book!

Throughout the process of writing this book, many individuals have taken time to help us out. We express gratitude to our retreat attendees and interviewees for sharing your personal experiences. We are inspired by your stories as you are about to enter retirement or have recently jumped into this new chapter. When requested, we changed names in the book.

We applaud the corporations with which we have worked that see the need to support their soon-to-be retireestheir best advocatesas they enter their next phase in life.

This book would not have been possible without the support, skills, and encouragement of Julie Kline, Julie Koch-Beinke, Molly Clarke, Rachel Patterson, Linda Cashdan, Fern Reiss, Jean Carbain, Robin Sherin, Emily Koch, Susan Keating, Frank Faeth, Beth Strutzel, Kim Duncan, Virginia Baden, and Hollis Rafkin-Sax. And a big thank you to our literary agent Marilyn Allen.