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How to maintain your lifestyle throughout your retirement?

Are you concerned about how to maintain your lifestyle throughout your retirement? Many retirees and near retirees are worried about money and health. I can provide strategies and perspective on those issues both because of my training as a researcher and because of my family’s sad experience of watching our beloved mother decline with dementia.  I think that what we suffer emotionally is harder to deal with than managing the income flow for a portfolio.  So, my commitment to you as financial planner is to be aware of what matters to you, and to be create strategies that can help you maintain the lifestyle you want. I want you to thrive, not retire. If that resonates with you, an email is one way to open a conversion HERE. Yasou.

About

If you’re like most people you may want some help with your money, but talking about money and putting it “in order” may feel scary, confusing, or overwhelming. You wonder if a financial planner will make things better or worse for you.

I get it. I remember feeling what you’re feeling. Though I’m a financial advisor now and really know how much I help people, years ago I remember wanting to slam the door on the first financial planner I met with.

Are you making choices that are good for your money?

Has anyone said to you, “I can’t believe you spent money on that?”