Your Encore

By Andrea Young on September 28, 2022

If your goal is to maximize family happiness, you will need to factor in an even more precious resource than money – time!  You may want to plan your time as thoughtfully as your finances. After a period of well deserved bliss, some retirees long for a fuller, more meaningful schedule.  

Understanding what is likely to drive your joy during your next act, “Your Encore”, is key. Luckily our own Glenn Frank has literally written the book on the topic. We can help you get your arms around “Choice Management” and your “Work Optional” accumulation amount. We have a shortcut to understanding your happiness- “The Joy Matrix”. It is all about Happiness per Dollar and Happiness per Hour! 

When and if the time is right, there are wonderful organizations for community, paid work, pro bono, volunteering, entrepreneurship, social ventures, and philanthropy. We pride ourselves in being the Heart and Head of Wealth Management! 

Upon request, we would be delighted to mail you a copy of the retirement planning guide: “Your Encore – How to Balance Time, Money and Joy”. 

Lexington Wealth Management is registered with HighTower Advisors, LLC, an SEC registered investment adviser and/or Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through HighTower Advisors, LLC. Securities are offered through HighTower Securities, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is neither indicative nor a guarantee of future results. The investment opportunities referenced herein may not be suitable for all investors.

All data or other information referenced herein is from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other data or information contained in this presentation is provided as general market commentary and does not constitute investment advice. Lexington Wealth Management, HighTower Advisors, LLC nor any of its affiliates make any representations or warranties express or implied as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Lexington Wealth Management and HighTower Advisors, LLC assume no liability for any action made or taken in reliance on or relating in any way to this information. The information is provided as of the date referenced in the document. Such data and other information are subject to change without notice. This document was created for informational purposes only; the opinions expressed herein are solely those of the author(s) and do not represent those of HighTower Advisors, LLC, or any of its affiliates.

Lexington Wealth Management, HighTower Advisors, LLC nor any of its affiliates provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.

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