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I found over the years that there was one group of clients that really had a lot of questions and needed my help. It was those clients that were considering retiring early. I realized that to truly serve this group of clients and deliver as much value as possible for them, I need the freedom to focus exclusively on being the best planner for these clients and these clients alone.
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Although most people do not like to think or talk about death, one unavoidable truth is that one's retirement will end someday. And while a bulk of retirement planning is dedicated to spending, protecting and growing one's nest egg, sufficient attention also needs to be given to what happens to that nest egg when one dies. Estate planning is the process of developing a plan to efficiently distribute one's assets after death, to meet the intentions of the deceased for their remaining estate.
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Life in retirement should be a time of enjoyment - spending time with loved ones, pursuing our passions, enjoying more of the world and giving more to the communities that are important to us. Thoughtful, careful and informed planning can help put us in the best position to do this. But life can still bring changes and challenges that disrupt even the best laid plans. For that reason, it is important that every early retiree also have a well thought out risk management plan for retirement.
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You filed your tax return for last year by the deadline. No more worrying about taxes now, right? Not exactly. Tax planning doesn't end with filing your tax return! It's important to take time to review your tax filing to see what opportunities are available to you.
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