Michael Milazzo photo

Michael A. Milazzo, CLU, ChFC

Registered Principal

 

The Meridian Financial Company

3350 Club Villas Dr SE, Unit #1303

Southport, NC 28461

 

Phone:  631-979-4223

Fax:      910-854-0002

 

Email: meridian@ae.cadaretgrant.com

Website: www.merfinco.com

January/February 2024

What Does a Happy Retirement Look Like?

You might think not having a steady paycheck will be what you’ll miss most once you retire. But if you’ve successfully accumulated enough savings in a retirement account or you’re one of the fortunate people with a pension, paycheck loss might not be the most critical change in your life.


Once You Were, Now You’re Not
While working, you interact daily with coworkers with common goals. What happens to those social interactions once you’re no longer working? They stop, and their loss can lead to feelings of isolation you didn’t anticipate.


You Couldn’t Wait for the Day
No rushing in the morning. No traffic jams. No projects that should have been done yesterday. Just the freedom to do what you want. Retirement should bring joy, but it sometimes brings an identity crisis. Who are you now that you’re no longer a teacher, a doctor, a construction worker?


A Harvard Study
The Harvard Study of Adult Development began in 1938 at Harvard University. Researchers originally collected data on the physical and mental health of 268 Harvard sophomores over their lifetimes, with the study eventually expanding to include their offspring and other subjects. Researchers’ findings: Close relationships with a spouse, family, friends, and social circles are what keep people happy throughout their lives.


Keys to a Happy Future
Of course, money is important. You can’t enjoy retirement if you’re struggling financially. But money alone won’t guarantee a successful retirement. Happiness comes from maintaining close personal connections. Volunteering with an organization whose work is important to you can help you meet like-minded people. Joining clubs, getting involved in your community, or pursuing a hobby with friends, family, and new acquaintances can help you forge lasting relationships and make your retirement an enjoyable chapter in your life.


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Securities and Advisory Services offered through Cadaret, Grant & Co, Inc, a Registered Investment Advisor and Member FINRA/SIPC. The Meridian Financial Company and Cadaret, Grant & Co., Inc. are separate entities. I am registered to sell Securities in the following States: NY, NJ, PA, NC, FL, ID.
The Meridian Financial Company and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

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