Let’s Redefine Retirement and Instead Focus on Life Balance

06.21.2021

When one speaks of retirement, we do so with an almost reverent tone of pride toward this most noble of goals. Many of us aspire to retire one day, to have enough money to walk away from work and do what we really want instead of what we have been doing.

Let’s talk about retirement and what it really is, discuss an alternate view of retirement and life balance, and then I will show you how we can modify the financial plan to mirror this new reality.

Taboo. It shouldn’t be! Talking about money can net huge dividends.

06.03.2021

In our business of financial planning, we sometimes joke people would rather talk about their intimate life than their money, and it isn’t far from the truth.  We have created a culture where money is a measure of success, it is a symbol of everything deemed worthy of our existence.  So, we keep it secret and don’t discuss it with people we know, our families and sometimes even between spouses.