Get the Most Out of Retirement:

Checklist for Happiness, Health, Purpose and Financial Security

Review by KATHY MEGYERI

Some people may approach retirement with trepidation. Others slide into retirement with the view that they’ll take a couple of months to relax and then see what happens.

Somewhere between anxiety and lethargy may be your sweet spot, says Sally Balch Hurme when talking about her book, Get the Most Out of Retirement: Checklist for Happiness, Health, Purpose, and Financial Security. It’s the newest in her Checklist series.

Attorney Hurme says she “explains legal stuff so everyone can understand it.” Apparently so, as the American Bar Association named her its top-selling author. She has also been
named as one of 50 “Influencers in Aging” by Next Avenue, a journalistic digital platform aimed at Baby Boomers.

In her 25 years with AARP, she advised on financial security matters, advance care planning, consumer fraud, elder abuse and financial exploitation.

Hurme is quoted frequently in the national media and, as a member of the U.S. State Department delegation, she helped draft the Hague International Convention on the Protection of Incapacitated Adults.

Because of her vast experience in elder law advocacy and elder affairs, Hurme is uniquely suited to address real-life questions all of us have been, are, or will be facing in our later
years.

In this book, she shares practical tips on when to retire and when to draw Social Security, ways to spend your newly-found free time, and how to stay relevant and connected.

There’s information to help you live within your budget, downsize, take care of legal paperwork, and basically create a retirement that is filled with health, happiness and meaningful relationships.

She looks at living options including home choices, types of aging communities and the prospect of living abroad. She guides us through planning the distribution of our estate and
emphasizes the need for an advanced care plan.

Best of all, there is a workbook within that can be shared with family members or legal counsel.

Thanks to this workbook, I’ve written my own personal history, made a list of memberships in organizations, listed my awards, written a short biography, taken a personal inventory,
created a list of expenses, digital assets and public benefits; taken stock of my life, and planned for the remainder of my days.

In general, our generation is expected to live longer than any previous generation. The road of life can be a long and complicated one, and this book will help you navigate it with
confidence.

Book by Sally Balch Hurme
~ 294 pages ~
Published by the
American Bar Association

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