For decades you’ve defined yourself through various titles—job title, parent, spouse, friend, etc. But what’s your “title” for your golden years? See, we just don’t think that “retirement” alone should make the cut. Retirement is broad and isn’t indicative of your unique thoughts, perspective, skills, values, talents, and goals. Navigating…
Nov
01
Oct
15
All great stories have context. A story’s meaning far transcends one plot point or action. True value comes from the internal and external obstacles, growth, and conflict the characters face to reach their goal—this makes the moment when they do (or don’t) so special. Take a second to think about…
Oct
01
Where’s the best place to retire? Type that question into Google, and you’ll find a whole bunch of articles boasting the hot new spots for retirees to hang their hats. And while those pieces make excellent cases for the cities they feature, there’s a critical element missing: you—your plans, visions,…
Sep
15
Social Security is a critical program for many retirees and beyond, which is why it’s so important to get right. We love talking about Social Security and helping our clients make informed educated decisions concerning their benefits. It serves as a guaranteed income source and is an essential agent for…
Sep
01
For many people, their occupation heavily influences their identity. Remember, back in the time before COVID-19, where you attended networking and social events? If you encountered someone new, you might first offer your name, and, inevitably, the next thing you’d say is what you do for a living. Your job…
Aug
15
When asking the question, what do you want your retirement to look like, there is a never-ending list of answers. Some people want to travel the world. Others strive to build fulfilling encore careers, and others simply can’t wait for the day when they can live their life on their…
Aug
01
In 2018, Edmonds Washington was featured as a leading retirement destination by Where To Retire magazine. But you don’t have to convince us that Edmonds is the place to be. With easy access to bustling Seattle, walking distance to the beach, a quick trip to National Parks, and a view…