Planning is the Key to Your Retirement Masterpiece

We all have retirement dreams and personal goals. For some of us, that means biking across Europe, or hang-gliding off the coast of Morocco. But for others, the ideal retirement may be more of an inward journey. There are plenty of closet artists, writers, and musicians out there who can’t wait to leave the daily grind behind, and pursue their true passions. Even if you’ve never been one for the arts, you might find the inspiration to unleash your creativity once you’re the master of your own time. You’ll have the freedom to express yourself, unburdened by external pressures and deadlines. However: no matter your medium, even artistic expression demands some planning and preparation. Whether it’s gathering the appropriate supplies, selecting a subject, or collecting the content for that book you’ve been meaning to write… planning is the key to your retirement masterpiece.

Creating your retirement masterpiece, living your dreams, and accomplishing your goals all require proper planning,  patience, and careful execution. And, for most of us, it also requires the experience of a qualified expert to guide the way through an unfamiliar process. Every writer needs an editor, every musician needs an audience, and everyone working towards retirement should have the guidance of a qualified professional financial advisor. At Epstein & White, we offer no obligation, complimentary financial planning reviews so we can discuss your passions and help you create your retirement masterpiece. With a little upfront planning and preparation, you’ll be ready to sail the open ocean, volunteer in your local community, spend time with your grandkids, and whatever else you desire.

Your life in retirement is full of promise and adventure, but it’s also a major transition. That’s why you need to plan ahead: Write down your goals, identify all of your income sources, create a budget, make sure your risk tolerance aligns with your investment strategy, etc. etc. And, don’t be afraid to ask for help when you need it! CLICK HERE to request your complimentary, no obligation financial review.

Remember, you’ve worked too hard to only just make it to your retirement. Our mission is to help you achieve the financial independence you’ve always deserved and wanted. So, when discussing your plan for the future, make sure that it’s fully ready to help you create your very own retirement masterpiece.


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.