Retirement Planning Strategies - July 2020

Catching Up With Carol You may recognize the name Carol Tresco from a previous employee spotlight, but even if this is your first time reading our newsletter, you’re likely familiar with her name

HOW HER CONNECTIONS HELP YOU (AND US!)

Carol works wonders for our clients every day, thanks in part to the good impression she left on her former workplace. “I’m lucky enough to still be close with a lot of the people I worked with previously and even more fortunate that some still work in government HR,” Carol says. “They would never divulge sensitive information, but when we have concerns with something like a client’s delayed access to their pension, I usually know just the person to call to point me in the right direction.” On top of helping our clients get their plans on track, Carol has become integral to setting up our retirement training classes. “Working on these events is a great opportunity to stay connected with people. Even though we’re only doing webinars these days, our clients are no less interesting, which makes the job that much better.” Outside the office, Carol lives a simple life and enjoys reading a lot and caring for her two dogs. On occasion, she likes to venture up to Black Hawk and Central City for a little gambling excitement but finds the work she does is often excitement enough. “It challenges my brain, keeps me sharp, but most important of all, it gives me purpose,” Carol says. Her purpose is our pleasure, and we’re so thankful to have her on our team.

because of the integral role she plays at Retirement Planning Strategies. Carol has been helping clients since April 2014. She’s worn many hats over the years, but now she specializes in client services because it’s what she does best. “I spent 30 years working in a human resources government job,” Carol says. “I can’t believe it’s been six years since then, but time flies

when you’re doing something you love.” Her goal has always been helping others, but she was really missing that sense of meaningful, one-on-one interaction with others at her government job. “Sure, I made a lot of contacts and friends in my former job, but what I do now really provides me a chance to connect with people further.”

4 Rules for Guilt-Free Photo Downsizing FEEL BAD ABOUT THROWING AWAY PHOTOS?

If you’ve reached a point in your life where you’re downsizing, then you’ve likely grappled with the difficult task of getting rid of photos. After decades of life, how are you supposed to choose which memories are important enough to keep and which are not? These four rules can help make this daunting task easier. RULE NO. 1: CUT SCENIC VIEWS You don’t need dozens of photos of a summer vacation campsite. If a location was really meaningful, like the beach at your honeymoon, then

or about how funny your best friend from college was, then keep those photos. Discard pictures of people whose names you can’t remember or those blurry images. RULE NO. 3: EDIT WELL Think about how long each “photographic chapter” of your life story will be. Allocate photo space like you would time and apportion the number of photos accordingly. If a certain event didn’t have that much meaning in your life, why dedicate pages and pages of a photo album to it? RULE NO. 4: THROW PHOTOS AWAY If a photo isn’t important enough to put in an album or frame on the wall, then it doesn’t need to take up space. Resist putting the rejected images in a box you’ll have to sort through later. Free up the clutter to make space for memories to come. After all that hard work, treat yourself to a photo album shopping spree so you can start organizing all the meaningful photos you cherish.

keep a few, but pictures of the places you’ve been to are far less special than pictures of the people you love. RULE NO. 2: TELL A STORY When you look at a photo, does it make you want to tell a story about the people or places in the image? If you can share stories about riding around in your dad’s old truck

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