One of my favorite old phrases, “Carpe Diem” re-surfaced again and boy was I delighted. The Latin phrase, which translates to “Seize the Day” has always inspired me to set new goals and strive to do something meaningful. It’s easy to fall into a routine and not stretch beyond your comfort zone. However, when I hear Carpe Diem, I can’t help but feel inspired to make something happen.

When I looked up the definition of “Carpe Diem” in the Merriam-Webster dictionary, it stated the definition as: “the enjoyment of the pleasures of the moment without concern for the future.” Since my life revolves around planning for the future, I decided to add a little something to one of my favorite phrases. From now on I’ll refer to it as, “Carpe Diem and The Future” to reflect the importance of thinking beyond today.

Seizing the day while also planning for the future is the perfect way to approach retirement planning. You’ve worked too hard and for too long to leave anything to chance. That’s why having a solid retirement plan is a must. Planning for retirement is a major undertaking and getting it right is crucial as you’ll no longer be receiving a paycheck. Some of the items to consider are: income, expenses, principal growth and security, cash flow, longevity of funds, future health care needs, taxes, distributions, and legacy planning.

That’s why we offer a complimentary, no obligation meeting where we can work through the intricacies of creating a retirement plan you can count on. During these meetings, we’ll discuss your goals and expectations for retirement. We believe the first step in creating a successful retirement plan is to understand what’s most important to you. Remember, this is your only retirement, so if you want to seize the day, then be sure to also plan for the future.