At Meyers Financial Wealth Management, we understand the many concerns individuals and families face as they prepare for retirement. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement through our unique planning strategy.
Imagine and dream, what is your life going to look like? We create each personalized retirement strategy with the same thought in mind. You want to be prepared for all that life may bring you in retirement. We help our clients with their goals and set-aside for each of life’s occasions while in retirement.
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Thank you for visiting my final blog post about Retirement! As you may have noticed, I have written four blog posts about retirement to help you think through one of the most important decisions in your life’s journey. A dream...
If you could paint a picture of your ideal future, what would it look like?
Would it look like a Norman Rockwell painting; the perfect ideal American life?
Or would it be like a Jackson Pollock painting full of colors and exciting lines may be a little out of control.
If you could have anything you wanted, right now and you could put everything together that you worked for to give you the kind of lifestyle in the future what would that look like? What are your vision and dreams?
Edward Hopper said, “Great art is the outward expression of an inner life of the artist, and this inner life will result in his personal vision of the world.” You are the artist of your life. What is the outward expression of your inner life? What is the vision of the world you want to be a part of?
Close your eyes and dream big. As Yogi Berra said, “If you don’t know where you’re going, you probably won’t get there”. The vision needs to be clear and long term and with the end in mind. Mapping out your life plan is like planning a trip. We know where we want to go, now we need to pick the best route. The first thing GOOGLE map requires is the address of the final destination. From there, you can choose the route. Are you taking the shortest route or are you taking the longest? Do you need rest stops along the way? Does this route lead directly to the destination?
Where exactly is that destination? Are you heading to the tropics? The Riviera? Do you own your own business? Do you have multiple advanced degrees? Do you live in a big house with an expansive view or a small apartment in New York? Really, where do you want to be? Or are you already here?
Looking at expenses As you go through this process it is work but it can be exciting and so much fun. Working with a CFP Professional to attain an opinion of your portfolio can be helpful full of new information and food for thought....
Let me tell you about Donna and John (not their real names of course to protect their identity). John is 67 and Donna is 64 they have been retired for about 3 years, have 4 married children, 10 grandchildren, a house up north, a condo in Florida, have done traditional estate planning. We had a conversation and I explained to them that legal documents are not wealth planning. Wealth Planning is about your life and future.
Here are some of their Goals we discussed and started to plan for:
It is our objective to give you the peace and confidence you need to live in a joyful retirement.
Contact us at Meyers Financial Services, Inc. to schedule an initial complimentary consultation.