Is a life well-lived measured by the size of our investment accounts and how much property we acquire? Or is it measured by the strength of our relationships with others?
After we are gone, our wisdom and experiences are gone with us unless effort is taken to pass them on to our loved ones. We need to teach the next generation about how we acquired our wealth and the responsibilities that go with inheriting that wealth. When thinking about your legacy, here’s what to consider
10 years before retirement
Develop a comprehensive plan to help ensure you will reach financial independence tax efficiently.Learn about phase 1 →
2–9 years before retirement
Reach a solid financial position through a disciplined approach to managing changes in the years leading up to retirement.Learn about phase 2 →
1 year before and into retirement
Transition to financial independence and fine-tune your plan to prepare for post-retirement taxes and healthcare.Learn about phase 3 →
Stay focused on decisions related to taxes, Social Security, and investments to help ensure your savings last.Learn about phase 4 →
Take an active role in teaching the next generation how to handle wealth and the responsibility that comes with it.
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