
Financial & Retirement Planning
Retirement planning is the preparation for life after paid work ends, not just financially but in all aspects of life. The non-financial aspects include lifestyle choices such as how to spend time in retirement, where to live, when to quit working altogether, etc. A holistic financial approach to retirement planning considers all these areas. No two retirements look the same so we will provide a full spectrum of strategies for your specific plan.
Resources
Amplifying Your Impact with Donor-Advised Funds
Am I Ready to Retire?
Roth and Roll: Is a Roth IRA Conversion Your Next Smart Move?
How can a 529 Plan Benefit My Family?
How Does Inflation Affect My Financial Future?
What is a CFP vs an FA?
What Role Does Psychology Play in Financial Planning?
What are RMDs?
What is a QCD?
What is a 529 Plan?