The Fourth of July has come and gone, and the United States is another year older. Hopefully you celebrated with friends and family, enjoying some barbeque, fireworks, and a good dose of laughter. But, it’s important to remember that the Fourth of July isn’t just a day to celebrate, but a day to reflect on what it means to be an American. We live in the greatest country on earth and enjoy incredible freedoms that others can only dream about. These hard-won freedoms were memorialized in the Declaration of Independence which also says that we have rights to life, liberty, and the pursuit of happiness. What have you done lately to take advantage of those rights, and are you truly living your best American dream? However, today we will be talking about life, liberty, and the pursuit of retirement.

Luckily, retirement is the perfect time to get back in touch with the things our Founding Fathers thought were the keys to the human experience. You can take advantage of life by exploring whatever interests you, be it art, music, travel or more. You can take advantage of liberty by living each day according to your priorities. And, you can pursue happiness wherever happiness takes you on the 30-year vacation of retirement. Retirement is a time to explore yourself and the world around you. It’s about experiencing your own personal freedom in a way you’ve never truly experienced before.

But, you can only take full advantage of retirement’s opportunities if you’re financially ready. And that means you’ll need a comprehensive retirement plan built on a foundation of strategy and attention to detail. If you’re not sure if you have the right plan in place to enjoy all of the freedoms of retirement, then maybe it’s time we talk. Click here to request your complimentary, no obligation financial review where we’ll look at your current financial situation and discuss how we can help you plan for the future.

So, what does your ideal retirement look like? What do you want to do, who do you want to spend it with, and where do you want to go? It’s important that you create a plan to help fulfill your retirement goals. Your retirement should be the greatest vacation of your life, but it requires an actionable plan to get there. Don’t leave your retirement to chance, and be sure to pursue your wildest dreams in retirement.


Epstein & White is a tradename. All services provided by Epstein & White investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Epstein & White. Information contained herein is for informational and illustrative purposes only and general in nature. It should not be considered investment advice or a recommendation to buy or sell any type of securities or insurance products and no investment decision should be made based solely on any information provided herein. Investing involves risk, including the possible loss of principal. Diversification and asset allocation does not ensure a profit or guarantee against loss. We provide this information with the understanding that we are not engaged in rendering legal, accounting, or tax services. We recommend that all investors seek out the services of competent professionals in any of the aforementioned areas.