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Retirement

Retirement

What’s the “Magic Number”?

Often people have an idea there is a “magic number” they need to save for retirement to be a reality. While savings goals are great, the ability to retire is much more closely tied to a different number: Monthly Expenses!

Retirement

Encore: What Will You Do in Retirement?

We challenge our clients to think through what retirement really means to them, and what passions or pursuits will further enhance their enjoyment in their encore phase of life.

Our approach and process helps our clients to identify goals or aspirations they may not have had the time to pursue while working. Getting clear about what excites you as you transition into retirement, actively pursuing those passions, and giving back by sharing your knowledge and experiences, can be unbelievably rewarding.

This week we’re highlighting Brian who uses his talent to benefit Habitat for Humanity.