Gratitude, Goals, and the Golden Years: Planning Your Ideal Retirement Lifestyle This Thanksgiving Retirement Capital Planners

Thanksgiving is just around the corner! The trees are filled with vibrant leaves, the air is crisp and fresh, and some of us are planning the big dinner menu. Family and friends will be gathering together to share stories of the year and enjoy delicious food and each other’s company.

For those approaching retirement or already enjoying their golden years, this season offers a meaningful reminder to align your lifestyle goals with your financial plans.

Just like the change of the seasons, retirement offers the start of something new and your retirement chapter is one full of opportunities. You can pursue new passions or old hobbies, spend quality time with loved ones, use your career skills as a force for good while volunteering, or embark on adventurous travel around the world. But just like your Thanksgiving dinner, the best retirement plans should be thoughtfully prepared!

What are Your Retirement Goals?

If you’re nearing retirement, have you spent some time thinking about what you’ll do with all your free time? And if you’re currently in retirement, how’s it going? Do you want to make any changes?

Consider these questions to help define your retirement lifestyle goals:

  • Have your lifestyle preferences changed?
    Maybe you dreamed of retiring abroad or doing a lot of traveling but now want to stay closer to family. It’s important to make sure your finances are aligned for that shift.
  • Are your expenses attuned with your vision?
    Budgeting for travel, healthcare, hobbies and more are important to consider so you aren’t worried about your finances while you’re out enjoying your dream retirement.
  • Is your income sustainable for the long haul?
    Work with your advisor to ensure your retirement accounts, investments, Social Security, and other income sources will last through all phases of your retirement.

A Time to Be Thankful—and Proactive

While gratitude is the heart of Thanksgiving, proactive planning is the backbone of a fulfilling retirement. Partnering with a trusted financial advisor can help turn your vision into a well-supported reality. The right guidance ensures your financial plan is as plentiful and prepared as your Thanksgiving table.

Wishing you and your family a joyful Thanksgiving and a fulfilling retirement journey ahead! If you’d like to revisit your retirement plan or explore new lifestyle goals, contact us today for a complimentary review!

 

 

This information is provided as general information and is not intended to be specific financial guidance.  Before you make any decisions regarding your personal financial situation, you should consult a financial or tax professional to discuss your individual circumstances and objectives. SWG 4842000-0925

 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

We don’t share or sell your personal information with any third party except to comply with the law, develop our products, or protect our rights.

Registration with the SEC or state does not constitute an endorsement of the firm by regulators, nor does it indicate that the adviser has attained a particular level of skill or ability. This content is for informational purposes only and does not intend to make an offer or solicitation for sale or purchase of any securities. Investing involves risk, including the potential loss of principal. No investment strategy, such as asset allocation or diversification, can guarantee a profit or protect against loss in periods of declining values. All investment strategies involve risk and have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially affect the performance of your portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark.

Investment advisory and financial planning services offered through Retirement Capital Planners, LLC, a Registered Investment Advisor.