Hard to believe it's been a year since Eddy retired as a Federal Agent!
For years, I've advised spouses to be patient with each other through the retirement transition...especially when one of us is still working every day!
To be honest, it's been more challenging than I'd expected, but also better than I ever could have imagined.
It's taken a few months, but we're finally settling into our new roles at our office. He's still frustrated "lunch" has a very different meaning in the private sector, but his golf score has never been better so don't feel too sorry for him!
This photo was taken last week at our first "work" conference together and it was pretty fantastic. Good husbands make traveling so much easier!
Some of the best finance leaders in the country shared innovative insights that will undoubtedly enhance the services we provide you.
Savings Strategies: We learned new strategies that can better protect your savings during this political and economic climate.
Tax Savings: There were sessions dedicated to tax-efficient financial planning. We can now provide you with even more tailored advice on minimizing your tax bill while maximizing financial gains for yourself and your loved ones.
Retirement Planning: We gained insights into the latest retirement planning approaches that can help you achieve your retirement goals with confidence.
Estate Planning: We learned new estate planning strategies, ensuring your assets are protected and distributed according to your wishes (with less to Uncle Sam!).
We look forward to sharing more with you over the coming months but don't hesitate to reach out if you have immediate questions or would like to schedule a visit to discuss how these could impact your retirement plan.
Emilee