
Resources for Retiring Well
TABLE OF CONTENTS
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THE ELEMENTS OF RETIREMENT SELF-ASSESSMENT
No matter how successful you have been, there are always areas that could use some improvement. Think about your health, work, money, and relationships. We have identified 10 elements of life in retirement to consider. Where are you currently thriving, and where are you merely surviving? What parts of your life have you ignored in order to focus your attention elsewhere? What areas could you use your wealth to help improve?
The Elements of Retirement Self-Assessment
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FROM THE BLOG
Charlie Jordan, CPA, CFP®, CeFT®
Feb 8, 2022 10:19:37 AM
The Importance of a Social Network in Retirement and How to Build One
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Charlie Jordan, CPA, CFP®, CeFT®
Dec 2, 2021 2:23:58 PM
Elements of Retirement: Giving
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Charlie Jordan, CPA, CFP®, CeFT®
Oct 21, 2021 12:26:00 PM
Elements of Retirement: Work
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Chase Mouchet, CFP®, CIMA®
Mar 9, 2022 4:15:51 PM
Save Taxes with These 5 Common Expenses in Retirement
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Chase Mouchet, CFP®, CIMA®
Feb 8, 2022 10:59:25 AM
Four Takeaways from the Updated RMD Life Expectancy Tables
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Chase Mouchet, CFP®, CIMA®
Dec 1, 2021 2:30:00 PM
Keep These 9 Photos on Your Phone
Start Reading3 STEPS TO RETIRING WELL
- Schedule a 30-minute conversation.
- Have a listening session.
- Develop a custom plan.
Meet the Retiring Well Specialists
CHARLIE JORDAN, CPA, CFP®, CEFT®
Practice Area Leader, Retiring Well | Lead Advisor
Charlie's passion for integrating retirement, estate, and charitable giving strategies provides his clients with enhanced clarity and purpose for their wealth.
CHASE MOUCHET, CFP®, CIMA®
Wealth Advisor
Chase brings thoughtful listening and planning skills and a devotion to maximizing the impact of wealth for our clients.