Life Planning with Andrea Millar
When evaluating sophisticated tax reduction strategies, the allocation of your investments, the adequacy of your nest egg to last throughout your retirement years, or whether your estate plan and structure still make sense – sometimes there is an elephant in the room that is not being recognized or addressed.
What is the ultimate purpose of all that important and necessary financial planning you are doing? You are planning for your “life,” but what kind of life do you envision and desire? For many this is a complicated question involving relationships, work, health, spirituality, and other interests.
Quite often events such as marriage, divorce, having children, the death of a loved one, health challenges, job or career changes, retirement or what we’ve all experienced with COVID in the past year lead us to reassess our life’s purpose and priorities.
Are there areas within your life you want to shift? How can you live with more clarity, focus and ease? What is the best way to align your wealth with your values? These are all “life planning” questions.
This will be fun, thought-provoking, and motivating. We hope you join us and also invite some friends or relatives.
Questions? Please call (919) 782-9689 or email Bonnie@AssetMgr.com .