Biggest Vacation of All

US Wealth McCarthy |

The “official” end to summer, Labor Day, is less than two weeks away.  Many of us have already planned our summer vacations for 2019 or will begin to do so shortly.  It’s a sad statistic that Americans spend more time planning these summer vacations than they do planning for their retirement—the BIG vacation! 

Where do you fall in this process?  We are strong advocates of planning, both your business/professional life and your personal/financial life.  The old adage certainly rings true for most Americans, “…if you don’t have a destination in mind, any results will be fine.” 

Think about that for a moment.  If you want to get “more” out of life, how do you expect to get that “more?”  The first step is to identify that “more” in your aspirations and goals for your business/professional and personal/financial areas.  Establishing these goals will enable you to create the foundation for your plan.  Your answers to key questions will shape your plan.  Consider the following questions: 

What lifestyle do you want when you retire? 

When do you want to retire? 5 years, 10 years, 25+ years? 

Will you have enough assets to fund your retirement lifestyle? 

What do you need to do to realize these goals, both in the short term (1-2 years) and the longer term (3-5 years)? 

When will you start the retirement planning process? 

Many problems in life are the result of feeling that your situation is beyond your control.  The good news is that retirement is not one of those situations!  We can help you with planning for your business/professional life and your personal/financial life.  Developing a plan for your retirement will help you feel more in control in all areas of your life!