Along with tax returns, balancing the books, and giving sound advice, accountants are often asked about plans for achieving f inancially
security in preparation for retirement. Fortunately, with the boomers’ generation demanding it, f inancial professionals now recognize the imperative of a thoughtful and comprehensive approach to retirement planning; one that considers all success factors,
not just financial security. Among those other factors optimal use of time and energy, redefinition of one’s purpose and identity, and social utility are right at the top of considerations for achieving success beyond the workplace.
Isabelle
Connect With Me
