Discovering Your Retirement Values After Divorce or Widowhood

Retirement is a time of significant change and when you're adjusting to life after divorce or widowhood, it can feel especially daunting. However, defining what truly matters to you can empower you to design a retirement that’s not just financially sound but deeply fulfilling.

In this video, I shared some personal insights into a crucial aspect of retirement planning—aligning your retirement goals with your core values.

For example, when I talk to clients about retirement, I ask them to consider big questions, like “What do I want my daily life to look like?” or “Who do I want to spend time with?”

This isn’t just about money; it’s about connecting your retirement goals and the financial plan that will support them to what really brings you joy and fulfillment. Whether it’s spending more time with family, exploring the world, pursuing lifelong passions or even giving back to your community, clarifying your values can transform your retirement experience.

If you’re ready to explore this concept further and create a plan tailored to your vision, I encourage you to watch this video to learn more about how I approach it with my clients.

And or course, if you want to talk about how it further, please feel free to reach out. I’d be honored to help you define and pursue a retirement that’s uniquely yours.

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Blended Families & Estate Planning: What You Need to Know