“Success is not the key to happiness. Happiness is the key to success.”
– Albert Schweitzer, Nobel Peace Prize winner
“My favorite things in life don't cost any money. It's really clear that the most precious resource we all have is time.”
– Steve Jobs
“Life is not accumulation; it is about contribution.”
– Stephen Covey, author
Fulfilling Retirements Needs Balance:
We help you get more life in the years leading up to and throughout your retirement. We all need enough purpose to get up in the morning and enough financial security to sleep at night. Each person’s favorite recipe for a balanced life is unique, but they share some common ingredients:
Things You Can Control:
You also need a clear strategy to generate reliable income in retirement so you can feel confident to focus on the things that matter rather than worrying about your investments. Some people are natural savers and can find it difficult to transition from an accumulation mindset to enjoying what they have saved. The goal is for you to get to the point where you stop putting off things you want to do that you can afford.
Our approach is based on evidence from academic research combined with years of experience helping people transition to retirement. It’s summed up well by paraphrasing the serenity prayer: accept things you cannot control; courage to control the things you can; and wisdom to know the difference.
Some things you can control:
- Tax efficiency of your investments and withdrawal strategies
- Avoiding common Social Security and Medicare mistakes
- Keeping Costs Low
- Most importantly, how and with whom you spend your time to get more life out of your years