At the 2005 FPA Conference in San Diego, J. Peter Lindquist, author of Solving the Retirement Puzzle, was the first to introduce the financial planning community to the concept of “pretirement.”

Originally, Lindquist described pretirement as a new life phase primarily for the newly retired, those in their late 50’s or early 60’s who had achieved a certain level of financial independence but were nowhere near emotionally ready to be relegated to the sidelines of life. 

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