I believe that biggest challenge people face transitioning from working to retirement is the loss of a sense of contributing to society. It takes a shift in perception to realize that not working opens new opportunities.
Tiffany Leherr, CFP®, CRPC®, CDFA® joined Rodgers & Associates in 2016 as a member of our wealth management team. She believes the most fulfilling aspect of working in retirement planning is seeing people recognize that they have reached their goals.
The focus for her must be on what the client’s financial goals are now or at some point in the future so her first step is helping them establish that goal. What she likes about working at Rodgers & Associates is the warmth she feels as part of a firm that makes it a priority to give back to the local community.
Tiffany is a graduate of the University of Arkansas at Little Rock. She began her career in 1988 working with high net worth individuals and helping them achieve their personal goals. Her biggest surprise about working with retirees has been the impact that taxes can have on retirement income. Proper coordination of assets for tax efficiency not only saves income taxes but could also eliminate taxation of Social Security and save on Medicare premiums.
Tiffany resides in Lancaster and has three sons – Miller, Jordan and Jackson. When she is not helping clients reach their financial goals, you will most likely find her skiing with her sons in Breckenridge, Colorado. Her oldest son refers to the three of them as “Breck brats” because they learned to ski there and know the mountain and the town well. She also enjoys hiking, cycling, and exploring new places. Her goal is to visit all 50 states, all seven continents and all 61 national parks.
Tiffany discusses Rodgers & Associates role as an asset allocator.