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An increasing number of people age 55 and older are retiring1. And while it’s unknown whether this pandemic-induced increase will be temporary or long-lasting, it’s another reminder that regardless of your age, it’s never too early to begin creating the vision of your ideal retirement.

What does a meaningful retirement look like for you? The answer is most impactful when it comes from a financial standpoint and a mindful one.

You are likely already considering the financial side. But the transition to retirement—or really to any phase in life—is more meaningful when you’re clear about your personal intent; that will be your compass to navigate toward success. It’s what can align your financial planning with your values. And it’s a conversation with your-self that can begin now.


“We all have a purpose. But are you in sync with understanding what that looks like? And can you verbalize it? That will ultimately allow you to work toward it.”

- Keena Kish , Senior Financial Advisor





1 “Amid the pandemic, a rising share of older U.S. adults are now retired,” Pew Research Center, November 4, 2021.