Team Building – Not Just For The Corporate World

Team building in the corporate world can have a significant impact on the morale and confidence of its employees.

Team building in your own world might just save your bacon, if not your life.

As you age, the greatest risk to your portfolio may not come in the form of debt ceilings, rampant inflation, and bear markets - it might be in the financial decisions you make while cognitively diminished later in life.

Financial cognitive decline can vary from person to person. Research suggests that certain cognitive abilities can decline with age, starting as early as in the 50s.

According to a study conducted by the Center for Retirement Research at Boston College, “Cognitive Aging and the Capacity to Manage Money, “A crucial characteristic of cognitive impairment is that people are usually unaware that they are slipping.”

Are you creating your “team” of trusted family members, friends, CPAs, wealth advisors, and estate planning attorneys? Your team will be there to help guide you (and maybe your spouse) in financial and other equally important decisions during this chapter of your life.

Now is the time to discuss this delicate topic with someone you trust; for yourself and maybe those you love.

Start building YOUR team.

Financial Planning in Action

Let us be part of your team and help you focus on the financial planning issues that matter most to you and your loved ones. If you have $1 million or more of investible assets and are in or close to retirement, let's connect and strategize your financial plan.