Happy New Year, and we hope you and your family had a great holiday season!

Our Retirement Rules of the Road outlines a list of 14 entries that we’ve found to be of utmost importance when pursuing and entering a work optional or retirement lifestyle. The spirit of the list is to have a central location of these items to keep top of mind before and during this major life event. There is an order to the list, and it’s never too early to start planning. In fact, the more time you have, the better because it takes time to lay out and financially plan for the life you want to live. We’re going to spend 2023 going through our Retirement Rules of the Road in our monthly emails. Our first entry, Know your visions, goals and dreams, will be in your inbox on Thursday morning, January 19^th!  

Take care,