I get asked this question all the time. And even more often, I give my unsolicited opinion to anyone who mentions it. The short answer is that it can be, but most often it wouldn’t be for the people who are asking. Let’s dig into why.

Welcome to the first post of the Inspiration Quarterly Planning Spotlight. I will touch on topics that are top of mind during the quarter that I think may be interesting/helpful to you.

The topics this quarter include Tax Changes from the OBBB, Investment Thoughts, and Estate Planning reminders.

I wrote a bunch of blog posts about retirement over the last couple of months. I’m guessing you haven’t read them all. That’s ok. This post is your roadmap to all the steps I covered. Consider this your cliff notes. A checklist of sorts. You can dive right into a subject that matters to you and ignore the rest for now.

What’s important is that you know they exist.

I Earn a LOT of Money - How Should I Invest? This was the gist of a question that was posted recently on a moms Facebook group I’m in. The answers and the discussion that followed were fascinating.

This is the most important post of this entire series. I’m not joking. The financial aspects of retirement are just one piece of the puzzle in the later years of your life. A solid financial plan makes no difference if your mental and physical health goes downhill, your relationships suffer, you’re bored with nothing to do that you enjoy, and you have no purpose in getting up in the morning.

Benjamin Franklin famously wrote “Nothing is certain except death and taxes”. Well, we discussed taxes in the last post so let’s move on to death. You are going to die one day. Most of us don’t want to talk about it or think about it. That fact that it is a certainty makes it one of the rare occurrences in your financial life where we can plan for it definitely happening.