The Retirement Shift: From Work Life to the Work Optional Lifestyle is designed to help future and current retirees plan for their most successful post-work lives. This book explores topics such as determining retirement age, choices for investment portfolios, and health care coverage concerns, all with simple language and real-life analogies.

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Presenting 99 fresh ideas to keep you active and engaged, "I’m Retired… Now What?" is more than just a list of things to do. Written by a financial advisor who has worked with retirees for more than sixteen years, this guide helps you see your continued value and recognize the importance of living this new phase well.