
Where are you on your retirement journey?
Retirement is not a one-time event, but a dynamic process that unfolds over time. From starting to save for retirement, to preparing for a career exit, to living your retirement dream, these three ages of retirement will affect your financial, physical, and emotional well-being.
Retirement is not an end, but a new beginning. It’s a chance to explore new opportunities, pursue your passions, and make a difference in the world. It’s a time to celebrate your achievements, cherish your relationships, and create lasting memories. It’s your time to shine.
Are you ready?
Making the most of each stage of life requires intentionality and planning. At Moneta, we guide you through the three ages of retirement so you can navigate them with grace.

Prepare
Assess your readiness for retirement and identify any gaps or challenges.

Transition
Address your financial health, emotional health, and physical health.

Enjoy
Savor your legacy as your life’s work lives on to help the people and causes dear to you.
Resources for Your Retirement Journey
New posts are published monthly. Check back soon, or sign up below for our newsletter to have them delivered to your inbox.
-
Thinking of Retiring to Another Country Here Are Three Things to Consider.
The third age of retirement: enjoying retirement. If you haven’t seen the social media ads, you’ve certainly read articles or…
-
Should You Buy That Yacht in Retirement?
The third age of retirement: enjoying retirement. The call of the ocean. A lot of us hear it, but the…
-
At Last You’re Retired. Time For That Vacation Home? Not so Fast.
The third age of retirement: enjoying retirement. Someday, you may have told yourself, I’ll have that little beach cottage. Or…