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Embracing Change: Matt DelPriore's Vision for a Smooth Retirement Transition

A New Perspective on Retirement

In an age where retirement often conjures images of abrupt life changes and financial uncertainty, financial planner Matt DelPriore of Fortis Lux Financial introduces a refreshing approach. Rather than viewing retirement as a sudden end, he encourages his clients to perceive it as an opportunity for thoughtful transition into a meaningful new chapter of their lives.

The Philosophy of a Soft Landing

DelPriore's retirement strategy is metaphorically described as a "soft landing." He emphasizes that the journey to retirement should resemble a gentle glide rather than a steep cliff. This philosophy is rooted in not just financial readiness but also emotional and lifestyle preparedness. Clients are guided to enter this new stage of life with a sense of confidence, clarity, and purpose.

From Financial Figures to Emotional Readiness

While the calculation of savings and investments is crucial, DelPriore stresses that the more challenging aspect often lies in addressing the emotional and social shifts that retirement brings. To tackle these challenges head-on, he has developed a comprehensive retirement workbook. This resource helps clients identify what they are leaving behind and, crucially, what they aspire to achieve in their retirement years.

Launch of the 'Comfortably Retired' Video Series

Expanding on this holistic approach, DelPriore has recently launched a video series titled 'Comfortably Retired.' This educational resource aims to facilitate a smooth transition into retirement and equip clients to maintain their comfort and security through financial education. The series features vital topics such as Social Security strategies, tax planning, estate planning, and management of common retirement risks. By blending financial knowledge with lifestyle guidance, these videos empower clients to make informed decisions that enhance their retirement experience.

Navigating Market Uncertainty

In today's climate of economic volatility, maintaining a long-term perspective has never been more important. DelPriore offers various resources such as quarterly webinars, educational sessions on Social Security and healthcare, newsletters, and personalized client reviews. These efforts ensure that clients remain knowledgeable and focused on their long-term goals amidst the noise of daily financial news.

Preparing for Retirement: Advice from DelPriore

DelPriore advises anyone thinking about retirement to initiate conversations at least three to five years prior to their planned departure from the workforce. His framework, encapsulated in the principles of Advice, Access, and Accountability, guarantees that each retirement plan is tailored to align with the client's core values, lifestyle vision, and aspirations for their legacy.

Meet Matt DelPriore

Matt DelPriore, CFP®, MSFS, holds the position of Director of Financial Planning at Fortis Lux Financial. With a perfect blend of expertise and compassion, he assists individuals and families in navigating the transition to retirement that is grounded in purpose and preparedness. Based in Lincroft, NJ, DelPriore combines his professional acumen with personal insights to forge meaningful connections with his clients as they embark on this significant life journey.

For more information on Matt DelPriore’s methods or to explore the 'Comfortably Retired' video series, visit Fortis Lux Financial.

Disclaimer: Matt DelPriore is a registered representative of and offers securities and investment advisory services through registered representatives of MML Investors Services, LLC. All legal and tax matters should be discussed with a personal attorney or tax advisor.