Navigating life as an

Empty Nester

Is it really true? Have the kids left home and are independent and won’t come back? Will you be able to retire someday?

You may have mixed feelings, but you certainly have a new lifestyle reality. Learning how to adjust is essential if you are to make the most of the empty nest phase. There are many financial matters to attend to, and it is of paramount importance that you as a couple are on the same wavelength when it comes to how to spend your money and your time.

Issues you could be facing:

Reconnecting with your spouse.
Possible changes to your home.
How to spend that extra money you have after support is over.
How much to save of that extra money in the most tax efficient way.
Taking stock of your financial position and getting better organized.
Click here to see a sample of your financial life on a page
Click here to see a sample of our tax scenario analysis resource

When does it make sense to retire?

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Over the past 25 years, we've helped lots of people just like you transition through this important life stage, so we know the questions you should be asking. You need to focus on your next financial move, which is often (but not necessarily) retirement. We can help you begin thinking about this by taking you through a rigorous, expert-guided process to help you assess what is truly important personally, professionally and financially — both today and into the future.

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Does this sound like you?

Let's talk

Navigating life together.

Building Wealth

Enjoying Retirement

Ready to Retire

A daughter giving her mother a kiss on the cheek.

Life/Relationship Change

Sudden Wealth

Received an Inheritance

Fully.

Happily.

Comfortably.

We're committed partners, working alongside our clients to illuminate possibilities, create a financial roadmap, and help them pursue a quality life, reimagined.

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