If you are retiring soon or recently retired, it’s time to shift the fundamental reasoning for how you invest your dollars. It’s normal to have some hesitancy when it comes to transitioning your investments to coincide with this new phase of your life. Up until now, you have been investing for two primary reasons, to save money and to grow money. Now it’s time to shift that mentality into keeping as much of your money while you spend it. When we think about retirement and what you need to focus on with your money, four things often come to mind, and we think that everyone in retirement needs at least these four things in their plan in varying levels – Protection, Liquidity, Growth Potential, and Income.

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