I’ve been working hard on my year-end review and goal setting, which I will share with you in next week’s blog. I’m excited by what we have accomplished over the past year, but recognize that there is still a lot to do in the years ahead.
My co-writer Jonathan and I are on a major mission and that mission is made up of two parts:
- To convince investment advisors to adopt a more holistic approach and provide quality lifestyle planning assistance to their clients.
- To teach young people about financial independence, or Findependence as we like to call it, so that they can get off to a good start in life.
It’s a big job, but it’s something that we just feel the need to do. Call it our way of giving back to the community! Today, I would like to expand on the first point a little more. Continue reading “Helping Boomers Create Their Own Victory Lap Retirement”