Planning Capital

Wishing you a very happy Thanksgiving from the Planning Capital team! May you enjoy the time with family and friends and remember that work-life balance is an important part of any healthy financial plan.

Hoping to retire overseas? Learn more about the recently-ranked top five countries for retirees around the world, courtesy of Afar:

These Are the 5 Best Countries for Retiring Abroad Penthouse living at a fraction of the cost

Are you prone to holiday splurges? Here are a few thoughts to consider before making that luxury purchase at the end of the year.

Senior Financial Planner Dave Emery has years of experience helping clients with Retirement, Estate, College and Divorce Planning. He is well-equipped to answer your questions in any of these areas, with a compassionate and caring lens that makes Dave a valued member of the team.

Learn a little more about Dave and how he can help you:

https://planningcapital.com/our-team/david-a-emery-financial-planner/

Our latest blog offers a thought-provoking worksheet with questions tailored to help you think about how the costs of your lifestyle align with your long-term retirement goals. Begin preparing for a retirement that not only meets your financial needs but also preserves the experiences and comforts you cherish.

https://planningcapital.com/lifestyle-expense-reflection-worksheet-preparing-for-retirement-with-your-current-lifestyle-in-mind/

The scariest thing you’ll see this season isn’t a ghost…