As the year draws to a close, we want to take a moment to express our sincere gratitude for the trust and confidence you have placed in us. It has been our privilege to serve as your financial advisors, and we are deeply appreciative of the opportunity to support you in achieving your financial goals.
Consider these six questions: Why retire now? Who will you be spending time within retirement? What activities will you pursue? Where will you live? How soon do you need or want to leave work? And perhaps most importantly, how will you pay for retirement? If you can’t answer these questions, you may not be ready!
For this month’s case study I felt it appropriate to give an example of how many of you retirees could put a few dollars away each year, as long as you’re still working. For this month’s hypothetical example lets use my client Norm, who bags groceries at a local grocery store three days a week.
As a result of a recent discussion with a client, I was reminded that our clients could benefit from knowing what differentiates us from other advisors. Here are a few examples that come to mind: We are locally rooted. Unlike many advisors who do not even work in the community they live in; we work in the towns where we live. We are involved in our local communities as coaches and board members. It is very common to find us helping raise funds for local causes, providing sponsorships, and volunteering for local organizations.
With retirement closing in, your 60’s are all about making sure you have the right plan in place. Here are some great ideas to implement in your 60’s.
These are your golden years. You've worked hard to raise a family, build your career, and save your money - now it's time to relax and reap the rewards of a lifetime of sensible financial planning. How can you take full advantage of this time of your life? Here are some tips for being financially savvy in your 70's and beyond.
