Retirement Elevated Classes in 2022
Gain the right knowledge today to create a well-planned retirement for tomorrow. The ebbs and flows of being able to continue hosting our in-person Retirement Elevated classes has been ever-changing the past two years. With that, going into 2022, we will be monitoring things as best we can to ensure our educational events are still being taught at a location …
Client Corner: Don and Lauri
“All our planning has paid off, and retirement is just as much fun as we always dreamed!” As happily retired folks, Don and Lauri decided to visit Boston to visit Lauri’s nephew and his family and tour the surrounding area. While they are seasoned travelers, neither of them had previously been to Boston; and so, they were excited for the …
Back to the Basics: The Forced Savings Solution
If you were to ask retirees what was the single biggest factor in their ability to retire, the answer might lie in the fact that they began saving early, saved consistently, and didn’t stop saving. Sure, some people have retirement saved for them, in the form of a pension, but the reality is that nobody lives off of their money …
Briefcase Study: Financial Independence is a Myth
‘Financial Independence’ is a wonderful goal, a beautiful aspiration, a worthy pursuit. But it’s impossible. If true financial independence is the point at which we have enough money to be free from needing to serve or be served by other people, then we’ve missed the point entirely. If we look at a pile of wealth – money, property, possessions – …
