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Life is getting good. You've made your mark, sent the kids to college and saved enough to retire comfortably, you hope. Life is becoming your oyster and you finally have the time and resources to explore it. New hobbies. More interests. Aging parents. Downsizing. Ah, time to redefine me.
Find Your Financial Lifestyle Stage.

  • Is it time for a career change?
  • Let’s house swap for a month in France this year!
  • How do I help my mother manage her estate, her life, her loss?
  • Yoga, meditation, massages and movies. Priorities, priorities, priorities.
  • Let’s join a country club that has tennis courts, too.
  • Is it time for a condo on the water and no yard work?
  • In 2010 we can transfer traditional IRA savings to a Roth IRA. How? Consequences?
  • Let’s buy a vacation home.
  • How do I maximize the ROI on my retirement funds?
  • When we mix business and vacation travel, what can we deduct?

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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