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Getting ready for retirement is about more than nest eggs and vacation planning. Retirement requires a new mindset and a new way of thinking. We have spent so much time working together to prepare you financially to retire, but “financial” readiness and “mental” readiness are both important considerations as you approach this milestone. First, let’s take another look at the financial questions you should ask yourself: need to live the life I want in retirement? Beyond the dollars and cents, are you emotionally and mentally prepared to retire? Your career is a critical part of your identity. You’ve worked hard and forged incredible relationships over the years and considering retiring from that is a big decision. Even if you and your family are financially ready to retire, have you asked yourself:
 A successful retirement is more than just a financial decision. Through careful conversation and contemplation, we can work together to find the joy in the next chapter, but you don’t have to be in a hurry to turn the page. Together, we will make sure that you are prepared both financially and mentally for what’s ahead.  |
BROUGHT TO YOU BY: 
Galina Berkovich, CPA Tel 818-385-0585 
Suzie Korth, EA Tel 619-295-2637 
Kristopher Lindley, CFP® Tel 619-550-4619 
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| Investment advice offered through Integrated Financial Partners, doing business as DK Wealth Management LLC, a registered investment advisor. DK Wealth Management LLC and its individual partners are solicitors to Integrated, compensated for solicitor services. DK Wealth Management LLC and its individual partners do not provide investment advice. DK Wealth Management LLC and its individual partners are not affiliated with Integrated Financial Partners. Click on the links for a copy of the firm’s ADV and solicitor disclosure statement.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete. |