When setting retirement goals you should consider

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Retirement is more than just the end of your working years; it’s the beginning of a new chapter filled with potential, purpose and possibility.

While financial security is a cornerstone, designing a fulfilling retirement requires a holistic approach that aligns your goals, passions and resources. Here’s how to lay the groundwork for a retirement that reflects your values and dreams:

1.

Health and medical expenses.

Start with your 'why'

Understanding the core motivation behind your retirement is the first and most critical step. What are you seeking from this phase of life? Is it freedom from work, time to explore hobbies or deeper connections with family?

Client story: Steve and Linda approached retirement with different visions.

Steve pictured days on the golf course and evenings playing poker, while Linda dreamt of European adventures and wine tastings. By openly discussing their "why," they uncovered shared goals and crafted a retirement plan that honored both their individual and collective dreams.