Resources
One of my favorite quotes comes from Benjamin Franklin who said, "An investment in knowledge pays the best interest." Over the years I've come to learn that as people prepare, and actually begin to retire, their desire to learn, stay informed, and relevant can actually increase.
As you take steps to make your time during retirement the best that it can be, we want to be a helpful, inspiring, and useful resource for you.
Adding these valuable insights from our guides and newsletters to your already existing knowledge base can help you avoid common retirement missteps, make your retirement more meaningful, and help you create a no-regrets retirement plan.
Access any of our guides by selecting one below.
Take the Retirement Wellness Quiz to see if you are prepared for each of the five key areas of a successful life in retirement: Mental, Social, Financial, Spiritual, and Physical.
Call or click here to learn more about Phyllis.
Phone: 212-724-2353
“We highly recommend Phyllis Diamond and Strategic Retirement Coaching as part of your retirement planning. My husband and I have been planning for our retirement for many years, but had only focused on the financial planning. As our retirement date neared, and after talking with others about retirement, we realized there were many more things we needed to plan for than just the financial aspects. I found Phyllis’ website and she immediately responded to our inquiry. We really liked her approach of using assessments, reading, and having coaching sessions in person. We signed up for her initial coaching services and we found the insights and exercises so helpful that we continued coaching with her for several more months after completing the preliminary sessions. Since we will ease into retirement in stages, we expect to reconnect with her at each stage over the next 12 months for check-ins and additional guidance. We really liked Phyllis’ focus on each of us as individuals, and also us as a couple. She was able to take us through topics that can sometimes be challenging when you try to tackle them on your own, like how you spend your time, what you value and how will you engage when work is no longer your focal point. We ended our time with Phyllis with a solid plan of action that is realistic and motivating. Carol and Robert A / New York City” Carol and Robert A. / New York City