We have worked with so many people over the years, transitioning them to the next “glorious" chapter - retirement. Often, we have found that there is a disconnect; "I will retire and finally do all those things I always wanted to do, but never did" - it will simply happen. The reality - you need to take steps to ensure a happy retirement. Follow these 3 tips to enjoy a happier retirement.
I work with a lot of young professionals and there is a growing number of people in their 20s and 30s who want to retire early. You may have even heard the acronym FIRE before, Financial Independence Retire Early. Fortunately, it’s easier to work towards early retirement when you set out to do so at 20 vs 45 but there are also a lot of important considerations, and it takes some serious planning to pull this off successfully. ✔️
There's a difference between HOPING that you will become financially independent and doing what it takes to get there. In my experience in working with my personal CPA and estate attorney, I've come to realize that cost is only a factor in the absence of value. In those relationships, where I'm the client, if I feel I'm getting the value that I want, I am HAPPY to pay these professionals their keep. They are doing work I can't do, don't want to do, and are going above and beyond to take care of me? Yup, I'm a happy camper.
If you work in tech and media it is likely you’ve been granted Restricted Stock Units (RSUs) as part of your compensation package. Being on the receiving end of Restricted Stock Units is a wonderful thing. Especially if you are a young professional.