The Pursuit of Freedom and Happiness in Retirement

Happy 244th birthday, America! The holiday is enough reason to celebrate, but after months of quarantine, seeing loved ones and spending time outside in the warm weather is even more reason to celebrate. One of the best things about retirement is freedom – you can choose what to do with your time and where you’ll go. This 4th of July, let’s celebrate the pursuit of freedom and happiness in retirement.

Do What You Love

Not everyone’s ideal retirement will look the same: Some will want to golf more, and others read more. Some will want to volunteer, while others will want to relax. Whatever the pursuit of happiness looks like for you, make sure your financial plan reflects it: If you’re looking to retire sooner, a financial advisor can help you assess your financial situation.

Go Where You Want

Even if you aren’t traveling as much this summer due to coronavirus, you might be thinking about future travel plans. Retirement can be the perfect time to visit all the places you never had time to go to before. With unlimited vacation days, you can plan a different kind of trip where you take your time and enjoy your surroundings. It’s important to plan for travel costs and to have a retirement plan that fits your desired retirement lifestyle.

Retire To Something

It’s one thing to retire from your career, and it’s another thing to retire to something else. Just like you’ll have a plan for your finances as you enter retirement, you should have a plan for your time. Picking up new hobbies, making new connections, and achieving goals are important in retirement, which can otherwise feel empty after a long and successful career. Summer is the perfect time to consider how you’ll spend your free days in retirement – not just the first 20 days, but for the next 30 years.

You can only take full advantage of retirement 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. You can request your complimentary, no obligation financial review where we’ll look at your current financial situation and discuss how we can help you in your pursuit of freedom and happiness 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.