What are you working toward?

“I feel like I’m racing to achieve this magic number ($ amount) so that we can retire and not worry about running out of money.”

“We’re not spending money on anything extra right now –– if we did, we’d never reach our retirement savings goal.”

“We’re supposed to have this huge chunk of money saved for retirement by the time we turn 60 or so.  That all sounds good, but we still need to live day to day. Where’s the balance? 

We often hear these types of sentiments from people nearing retirement age and who are trying to juggle the here and now with retirement planning.

But, the angst can span generations. This from a young executive who just turned 40, “Seems like financial comfort comes only after you’ve reached your retirement goals, then you can relax and finally do what you want to in life.”

What are we working toward?

A magic number for some day? Then what? How many of life’s moments have we sacrificed in getting there?

What if, instead, the magic (however we define it for our self and our family) is not just a number but includes our ability to live life to its fullest all along the way... and still we wind up with the financial security we seek in retirement.

Sound like a better goal to be working toward?  We think so, and it’s what we help you do. We call it FUND A LIFE YOU LOVE®.

If you’re ready to discuss financial planning that will allow you to Fund a Life You Love®, we’d love to tell you more.  Let’s talk.  It’s your tomorrow.

Call us for a complimentary 1 hour review.  Call 513.618.7080 or visit www.lenoxwealth.com to Fund a Life You Love.

Past Performance is not indicative of future results.

This blog is limited to the dissemination of general information pertaining to its investment advisory/management services. This is not intended to be personalized investment advice. Please contact a Lenox adviser if you would like additional information.