10 Principles for Living in Retirement

At Edward Jones, we focus on proven principles to help our clients reach their long-term goals.

A comfortable retirement is likely one of those goals. However, retirement isn't merely a goal you reach - it's a journey that can be very rewarding.

Retirement can also bring its share of challenges. With that in mind, we offer the following principles as a "road map" to serve as a guide along the way.

  1: Map Out Your Goals
  2: Plan For A Long And Fulfilling Retirement
  3: Start Smart With Your Spending
  4: Inflation Doesn't Retire
  5: Prepare For The Unexpected
  6: Don't Reach For Yield
  7: Keep Your Portfolio Healthy
  8: Keep Retirement From Being Taxing
  9: Define Your Legacy
10: Remember Your Annual Checkup