
After decades of saving and planning for retirement, turning 65 shouldn’t be about tightening the belt. While it’s important to have a budget, it’s about protecting what you’ve built and putting that money toward things that matter.
“When a retiree asks me questions about creating a retirement budget, I tell them that it shouldn’t feel like a punishment at all,” Trevor Houston, CEO at ClearPath Wealth Strategies, LLC, wrote in an email. Instead, it’s more about being intentional and making the most of what you have.