Spring has sprung! And we've all got the pollen sniffles and itchy eyes to prove it! Or are those tears in our eyes simply because we're so happy that tax season is coming to a close? In any case, it's a season of change as we prepare for the warmer months that are quickly headed our way. Summer creeping in on us is no excuse to put off thinking about the important things - like being sure you have a solid plan in place for retirement.
The Wealth Report discusses something that falls perfectly in line with our
Chart Your Course planning system, as it addresses the concept of
values-based financial planning. What this basically means is that you should be planning based on your own specific needs, values, and goals. It makes a lot of sense, but sadly we often see people investing and planning based on some predetermined expectation of what they should be doing rather than really sitting down to think about what target they're actually aiming for in the long run.
Chart Your Course
retirement planning system addresses all of the key planning areas that should be covered and we adjust things to line up with what each individual or family is trying to achieve. Check out the attached article and take some time to consider whether you're practicing values-based financial planning. If not, then we're here to help get you on track to where you want to be in retirement. There's no charge to meet with us, and a second opinion on your current plan can provide a lot of good information for you. You'll either leave with the confidence that you're going to be just fine or with some insight on what could be improved. All it takes is a little time and a friendly chat.
there is anything we can assist you with, then just let us know.
And, as always, remember -
The purpose of the money dictates where you put it.