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I read this fantastic thought provoking article on retirement and how retirees have approached their own retirements. It showcases real retirees and their thoughts, feelings and how they have handled the transition to retirement. Very heart warming and an insight into what we will all face in different forms, when we push that big R button! As advisers we see this with clients and appreciate their fears, their opportunities, and their excitement at pursuing new hobbies & interests. Investment into assets may underpin how we get you there, but these rich, engaging and holistic conversations is what we live for! Link is below, and you can sign up for a free 7-day trial to read. https://lnkd.in/gDi_eDwU

Ready for a fresh start in Bend, Oregon? Whether you're moving solo, with your family, for work, or planning your dream retirement, Bend Relocation Services has got you covered! Experience a seamless transition with our expert team guiding you every step of the way. 👉 Learn more at BendRelocationServices.com Like, comment, and subscribe for more tips and updates! #BendRelocationServices #MoveToBend #NewHome #SettleInBend #OregonLiving #RelocationExpert

Earlier today I posted the link to a retirement article/checklist written by two of my colleagues. And then Tara and Glen, two friends, sent me a New York Times article titled "What Does Retirement Really Mean?" It contains multiple stories and examples of retirement that are really quite good. Obviously, retirement is one of the many things we help our clients prepare for so if you read this and have questions, please contact us. And if you would like to include your own retirement story, please send it to me or respond with your comment to this post. Tara and Glen, Thank you for sharing this article! https://lnkd.in/eNfNXuqB

Continuing-Care Retirement Communities can be a fantastic option for retirees. They have #independentliving #assistedliving and #skillednursing facilities all within the same campus, plus the assurance to provide #longtermcare services as long as the person is alive- even if they run out of money. While this seems like an ideal solution for both couples and singles- there can be a significant risk if the community runs into fiscal problems. This is a fantastic article from Joanne Cleaver for the The Wall Street Journal talking about risks as well as detailed #duediligence families can do prior to entering into an agreement. #financialplanning #aging #retirement

Identity, time, and reinvention in retirement are themes in this insightful NYT article. While it features folks in their 60s and 70s, the same questions are relevant for my GenX compatriots. Find community. Connect with purpose. With some planning and imagination, your 3rd act can be what you want it to be. Want to plan it? Contact me. #3rdactdesign #dontcallitretirement https://lnkd.in/gGkPbPdG

Here is a very interesting article from the The New York Times offering different perspectives about the meaning of retirement. The experiences are varied, and cover the entire spectrum of the expected and unexpected. One of my favorite reflections came from Kevin Mihaly, who like me doesn't like the word 'retirement': “Don’t use the word retirement. It sounds decrepit and connotes imagery of rocking chairs and poor health. Somewhere, I came across the Spanish word for retirement: jubilación! Now doesn’t that sound more approachable and appealing?” Many people hire a financial planner to assist with the financial aspects of retirement, and a lawyer to assist with estate planning and life care needs, and an insurance professional. People should also consider hiring a coach who has experience and knowledge about all the other non-financial areas one can explore prior to and during 'retirement', i.e., navigating this transition, purpose finding, community, engagement, aging, and exploring all the possibilities available in your next phases/chapters of life. #retirement #aging #transition

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Ready for a fresh start in Bend, Oregon? Whether you're moving solo, with your family, for work, or planning your dream retirement, Bend Relocation Services has got you covered! Experience a seamless transition with our expert team guiding you every step of the way. 👉 Learn more at BendRelocationServices.com Like, comment, and subscribe for more tips and updates! #BendRelocationServices #MoveToBend #NewHome #SettleInBend #OregonLiving #RelocationExpert

12 Ideal Dog Breeds for Individuals with Physical Disabilities For individuals with physical disabilities, selecting a dog breed with the right temperament, size, and trainability is crucial. The ideal dog should be able to assist with daily tasks, provide emotional support, and adapt to the specific needs of their owner. This article highlights 12 dog breeds that are particularly suitable for individuals with physical disabilities, emphasizing the qualities that make each species a valuable and capable companion. 1. Labrador Retriever Labrador Retrievers are among the most popular breeds for ... Read more The post 12 Ideal Dog Breeds for Individuals with Physical Disabilities appeared first on iHeartDogs.com. I am a dedicated Fiduciary Tax and Retirement Planner with extensive experience in helping clients plan for their financial futures. I specialize in creating personalized, comprehensive retirement plans tailored to meet individual needs and goals. I am committed to acting in the best interests of my clients, providing unbiased advice, and ensuring their assets are managed effectively. As a fiduciary, I am bound by law to act in the best interests of my clients. This means I am accountable for ensuring your retirement funds are invested wisely, managed efficiently, and taxed appropriately. Whether you're just starting to think about retirement or already there, I can help you navigate through the complexities of tax laws, investment options, and retirement strategies. My aim is to help you understand your financial situation and make informed decisions that will benefit your financial health in the long run. If you're looking for a dedicated, trustworthy advisor to guide you through your retirement planning process, feel free to connect with me. Let's plan for a secure and comfortable retirement together. Call at 480-270-2802 Visit us on our website: https://lnkd.in/gghwGBXG #Fiduciary #TaxPlanning #RetirementPlanning #FinancialAdvisor#law #assets #advice #goal #future #goals #client #futures #planner #experience #clients #retirement #retirementstrategy #investmentoptions #investmentoption #taxlaw #taxlaws #retirementfund #retirementfunds #retirementplan #retirementplans #beaccountable #investwisely #beto #informeddecision #informeddecisions #financialsituation #bestinterest #financialfuture https://lnkd.in/dugsjXpj