I Want to Enjoy Retirement
With retirement well underway, you’re ready to make a lasting impact. How can you balance making the best financial decisions for yourself while blessing the people you love?
Our quantitative advice can help you find the balance between maintaining your lifestyle and building a lasting legacy.
Free Video: 5 Retirement Considerations
Now that you’ve been living in retirement for a while your lives have probably changed, and your needs and goals may have changed as well. This video will look at five considerations for this point in your retirement. Will you have enough money to last the rest of your life? What about taxes? How can I best pass my money on to loved ones? We will talk through those considerations so you can live your legacy with confidence.