August 2020
Wealth planning is like putting together a jigsaw puzzle. Many different pieces with many different contours all come together to fit in a certain way, creating a complete life and financial picture. Of course, any financial life plan is complicated by the fact that this picture – and even the individual pieces themselves – may change and evolve over time. Identifying and finding any key pieces that may be missing brings clarity as your life and financial picture emerges. This month, we explore some retirement-shaped pieces of this puzzle and what they look like as you transition into whatever your next phase of life may hold.