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The little ones in the photos are grandkids, and you spoil them rotten, just because you can. Sleep in. Volunteer for everything. Travel first class. Do whatever you want, whenever you want. Enjoy the life you spent the past 40 years building.
Find Your Financial Lifestyle Stage.

  • How do I manage all this “free time”?
  • Where should I volunteer? And invest my philanthropic dollars?
  • How do I live with my spouse 24/7/365?
  • Hobbies – what’s a hobby?
  • I want to start having fun! What does that really mean?
  • How do we transition from who’s who? To who’s she? To who’s he?
  • Now that I’m ready to retire, how do I manage my assets differently to last the rest of my life?
  • We’ve got a lot of real estate. How do we liquidate? Give it away? Preserve it for our children?
  • How can I make my finances last?
  • I need to update my will.
  • How do I leave a lasting legacy? With minimal taxes.
  • I need a business succession plan.

Are you looking for products and services or do you just want to learn more so you can make wise decisions? First Independent is ready to help with all three. MORE

Check out Tools – books, articles, radio and web sites to help you learn more. Purchase the books online at Powells.com directly from our site, and 7.5% of your purchase supports reading and education programs in the communities we serve


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