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      Future Framework Resources

      Welcome to the Future Framework Resource Center

      If you’re like most people, you’ve probably started to wonder what life is going to look like in retirement.

      You’ll be faced with exciting possibilities around things like travel, starting a new business, or maybe volunteering. Of course, a bit of apprehension is expected, as well. You may be worried about being able to afford the things you want, or even be concerned about your health.

      These are some of the questions our clients consider as they head into retirement. Over the past 26 years, we’ve helped thousands navigate these decisions and we’ve arrived at a single belief: A successful retirement hinges on your ability to focus on four key areas.

      Success in Retirement

      Future Framework: A new approach to understanding what the happiest retirees have done to retire well. Derived from dozens of academic studies, and our own experiences with clients, Future Framework is a combination of 4 key areas of focus that retirees have said provide the most fulfilling and rewarding retirement experience.

      Resources

      Health & Wellness Resources

      Meetup.com
      Meetup is an online community that features real people doing the things they love. Find exercise groups, classes, social opportunities, and more.

      AARP 7-Day Diet Plan
      AARP’s 7 Day Diet Plan is developed by Dr. John Whyte and focuses on foods you can get at your local grocery store.

      Lumosity.com
      Train your brain by engaging with 1 of 50+ cognitive games.

      AARP Staying Sharp
      Science-based activities and challenges to help you stay sharp as you age.

      Prosperity Resources

      Allworth Financial’s Personal Monthly Budget Worksheet (Spending Plan)
      We’ve created a simple and easy to use spending plan worksheet to help you project and track your expenses each month.

      Guides and eBooks
      Are you facing a forced or sudden retirement? Do you have Social Security concerns? Do you want to know how to select and vet an advisor? These topics, and many more, are addressed in our easy-to-digest eBooks.

      Articles
      We’ve written hundreds of articles on topics ranging from estate planning to investment management to health in retirement. Available to you at the click of a button, we answer the questions that matter most to people over 50.

      Tutorials
      Our popular tutorials provide viewers with a personalized approach to the subjects that matter to you. Choose a topic, sit back, and watch as we address the topics that will help you retire better.

      Money Matters Podcast
      Allworth Financial’s Money Matters is one of the longest-running financial topic radio programs in the country and thousands of people download our podcast each week. Delivered directly to you, the entertaining and information-packed Money Matters podcast is ideal for people on the go.

      EveryDollar.com
      EveryDollar will help you create a budget and track your spending with their easy on the go apps for iPhones and Androids.

      Mint.com
      Mint allows you to link your savings, checking and investment accounts in one place and manage your money with an easy to use app that allows you to see account balances in real time and view a summary of your activities.

      Purpose Resources

      Thumbtack.com
      Thumbtack helps you find services and professionals that offer skill-building lessons from yoga and dancing to cooking, quilting, and painting.

      Skillshare.com
      Skillshare offers classes taught by expert practitioners for your new hobbies or passions.

      Coolworks.com
      Coolworks lists seasonal jobs in cool places such as Yosemite guides, ski instructors in Maine, retreat center jobs in Hawaii.

      OsherFoundation.org
      Osher Institute is a grant based program that works with major universities to offer free classes to anyone over 50. The University of Denver and Colorado State University offer extensions.

      Coursera.org
      Coursera is an online course site where you can take classes from Harvard, Yale, or any number of major institutions.

      People Resources

      OATtravel.com
      Overseas Adventure Travel caters to those age 55+ and helps arrange overseas adventure trips with people of the same age.

      FlexJobs.com
      FlexJobs can help you find flexible jobs and short-term gigs that allow you to try new things and work with people.

      Retire Better

      So what does this mean for you? As you think about how you are going to spend your time in retirement, it’s important that you consider the 4 areas of your Future Framework. Make time for your friends. Find ways to utilize your skills around the house, or in your community. Place an emphasis on diet and exercise. And get a solid financial plan in place.

      We want you to thrive. Meeting with a credentialed, fiduciary advisor from Allworth Financial, someone who has an interest in more than just your finances, could be the first and most important step to retiring well.

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