Financial PlanningConsiderations for Retirees
In August 2020, my colleague Kathy Klein and I hosted a webinar for our clients and friends called “Retirement Readiness.” The crux of the discussion was that while 2020 was...
Entering retirement is a big shift, both in terms of your financial life and your day-to-day life. How will you spend your retired years? What are your dreams for retirement? Our job is to help you feel comfortable and confident during this transition, and by doing that, our goal is to help you live a purpose-filled life.
During retirement, it’s natural for your priorities and values to shift. When they do, you need a dynamic, agile advisory team that can adjust your financial plan to support your changing priorities. We are that team, providing you with a long-term relationship that will guide you for decades to come.
Over the years, we have had the privilege to help clients manage an exceptionally wide range of retirement planning challenges and goals. There aren’t many situations or challenges that we haven’t helped someone navigate before, and we use this lived experience to help you navigate especially unique financial puzzles.
There’s a lot to think about in retirement — some things financial and other things related to your family, your legacy, and your passions. We do the “financial thinking” in retirement so you can rest easy at night and put your focus on everything else.
The recording of our webinar on the importance of elder care is now available. Our elders are our teachers, our guides, and our protectors: from an early age, they instill...