The Psychology of Retiring: Planning Your Purpose Beyond the Portfolio
Many executives and founders discover that the biggest challenge in retirement is money; it’s identity. After decades of working with ultra-high-net-worth individuals, Liz has found that the happiest retirees aren’t those with the largest portfolios—they’re the ones who invest in discovering their next purpose. In this article, Liz shares insights on redefining retirement as a time that is not just for rest—it’s a time to thrive.
When Life Changes Everything: Protecting What Matters Most
Life is full of surprises—sometimes it’s an unexpected retirement, sometimes a sudden health change. We believe the best time to plan for the unexpected is before it happens. Discover how proactive planning can provide your family with the opportunity to focus on what matters most, with less stress and more confidence.