Today Is The First Day of the Rest of Your Life... and Paves The Way for Your Retirement
Mindful Money Legacy is our third life stage course. It is designed for people in the mid- to late stages of their career and will teach you how to secure your wealth and manage it with the market. We'll address:
- Values, Goals & Purpose
- Financial Psychology
- Economics & Government Influence
- Risk & Insurance
- Preparing To Invest
- Investing Basics & Investing Extras
- Estate Planning & Philanthropy
- BONUS: Paying Off Debt, Retirement Reboot
& Bear Market Survival Guide
Take Charge of Your Financial Future
What does the word “retirement” bring to mind for you? Is it a far-off destination, or a source of pending anxiety? Do you dream of finally enjoying some downtime, traveling to distant lands, taking up that hobby you’ve always had an interest in -- or do you worry about whether you’ll be able to make ends meet, whether you’ll have anything left to hand down to your kids, or stay healthy?
At some point we all have to take stock of where we’re at with our income, savings, and retirement planning. Hopefully we feel pretty good about where we are – but for most Americans, this is not the case. We may be concerned that we’re not earning enough, paying down debts or investing fast enough to maintain the quality of life we’re used to once we’re out of the workforce.
The financial media is full to the brim with retirement jargon, but do you really understand how terms like “inflation,” “long-term” or “compounding” apply to your life?
At Mindful Money, we believe that everyone – no matter what their past or present financial state may look like – can make a tangible difference in their lives by learning the basics of behavioral finance.
With a mindful approach, a willingness to learn, and the decision to take these few basic steps, we know that you can make better choices today which have lasting effects on your financial health and happiness.
If you’re ready to get serious about your future, Mindful Money Legacy was designed for you.
The opinions voiced and all accompanying materials are for general information only and are not intended to provide specific advice to any individual. Past performance is no guarantee of future results. All indices are unmanaged and cannot be invested into directly. Investing involves risks including possible loss of principal. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. Financial Planning and Investment Advice are offered only to clients who have signed an advisory services agreement with Mindful Money, a registered investment advisor. Mindful Money may render no advice without an advisory services agreement in place.