Purpose-Based Planning

If you’re a data-driven individual like myself, you might find greater financial peace of mind when presented with real-time numbers on a spreadsheet. However, it’s also important to know not all big picture decisions regarding your retirement and financial wellbeing should depend solely on stats.

Being mindful in the present can be challenging for many of us, especially in the realm of retirement planning.

To truly elevate your financial wellbeing or reach a personal level of success you’re in search of, finance guru Ramit Sethi advises becoming clear on your vision.

Creating your eulogy while you’re still alive and well does not have to feel dark or depressing. In fact, it can reveal pertinent details regarding how you think or feel about yourself, and provide clear ideas of how you want the rest of your life to look (including retirement).

Life is full of “what-ifs”, and not knowing what’s around the bend is what might often cause you feelings of fear and stress.

What constitutes a satisfying life? Your answer will more than likely differ from mine, and that of anyone else you ask, but what remains is the fact we’re all in continual search of it.

You put effort into cultivating relationships with friends and family, but what about the relationship you have with your future self?

Avid reader or not, you surely want a confident, purposeful retirement, and these famous authors provide some enlightening insight on how to make that happen.

Your legacy plan has the capability to go far beyond tangible materials and wealth assets.

Does money truly have the power to elevate your life? It can certainly take care of your most basic necessities, but according to Maslow’s Hierarchy of Needs, money has a limit on the amount of happiness it creates.

If you have secured a retirement plan you feel confident about, it’s time to enjoy the fruits of your labor.