10 Questions for a Successful Retirement
SUDOKU
Stay Tuned for Our Upcoming Series!
On the cover of this newsletter, Krista shared a few key things you should think about as you move into your “countdown phase” and get closer to retirement. Often, these are the questions on the lips of our clients when they come to see us for the first time — but the few Krista shared only scratch the surface! To plan for retirement, you have to go into specific detail on your financial situation, your personal and financial goals, and the strategies that will help you achieve them. Discovering what works for you (and, even more importantly, what will work for you in 5, 10, or 15 years) can be challenging, but it isn’t impossible. To dive deep into those details and discover the answers you need, it helps to ask the right questions — and that’s where we come in. To help assess and reduce potential financial threats in retirement, we’re launching a groundbreaking new series of articles in this newsletter called “Questions for a Successful Retirement.” Over our next 10 newsletters, we will share one important question per edition. We will also dive into why that question matters, and how you might answer it to achieve greater health, wealth, and happiness in retirement, to benefit yourself and your family. The sooner you answer these financial and personal questions, the more effectively you can uncover pitfalls that could sabotage your retirement. Exploring these areas of concern will lead to an honest assessment of your need to address the threat. This may warrant a meeting with our team to discuss your worries and discover how we’ve accounted for them as part of your financial plan. In addition to reading these newsletters yourself, we hope you will share them with your friends and family! If they aren’t already planning with us, they can schedule an appointment to talk about any retirement issues the questions raise for them. We will show them how our financial planning tools will work to resolve those fears. In the meantime, you, your friends, and your family members can learn more about how retirement concerns are best addressed with a holistic financial plan in Krista’s book, “The Generational Wealth System.” Call or email our office to request your copy!
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