Do you want to have more time and freedom for the things you enjoy? You can.
You likely have several financial planning pieces in place — you pay taxes, invest at least a portion of your savings, have some insurance, a will in place — but chances are each of these pieces was developed independently and at different times in your life.
Discover Your End Goal
A big part of the discussion is figuring out your goals in retirement. Ask yourself questions like, “Do I want to travel? Do I want to do this? Do I want to support causes?” and kind of build out a list of things that define your idea of success. What are the things that are important to you? What things do you want to take priority when you have time to make them a priority? Based on that list of goals, you can see what needs to happen. It becomes very clear when you develop and discover your end goal.
At Mintco Financial, we know how to take the complexity out of financial planning.