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Showing posts tagged with: Sharon MA Retirement Planning

Quarterly Update – July 2017

Genesis Wealth Advisors
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Commentary

  • Continued strong market returns with a robust earnings recovery led by energy; is it sustainable?
  • Lack of catalysts (health care, tax reform, and infrastructure) and Fed rate hikes have helped stall faster growth
  • The world remains a dangerous place; the weak expansion is aging and equilibrium is likely unstable

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Journal Your Way to Retirement Week 7

Genesis Wealth Advisors
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Commentary, Retirement

It is week 7 of the Journal Your Way to Retirement Series. This next question is one I asked clients often.  It always opened up good conversation.  Spend some time with this week’s question.

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Journal Your Way to Retirement Week 6

Genesis Wealth Advisors
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Retirement

It is week 6 of the Journal Your Way to Retirement Series. So, let’s get right into it this week.

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Journal Your Way to Retirement Week 5

Genesis Wealth Advisors
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Planning, Retirement

It is week 5 of the Journal Your Way to Retirement Series.  We are currently journaling how we feel “today” about retirement.  As we move on in the series, we will get more creative in answering some of the blanks or blocks you may be running across.

I am curious how you like journaling?  Have you started to notice the benefits?  It might actually be too early for that.

Here are some benefits to journaling whether it is digital or handwritten:

It is a great road map for what you want in retirement.  Think about how much easier it is to take a trip across country (retirement) when you have a map by your side.

It will be a chronicle of your path towards an awesome retirement.

It can unlock creativity and even identify blocks.

It can increase your sense of awareness and reduce stress.

It can spur you into action.  We all know the power of brainstorming.

This week’s questions revolve around “health”.

Question #5:

How would you describe your physical and mental health today?

Do you think your health would be better in retirement? Why?

Do you think your health would be worse in retirement?  Why?

“This pouring thoughts out on paper has relieved me.  I feel better and full of confidence and resolution.”

                                                 -Diet Eman, Things we Couldn’t Say

 

Joan M. Gagnon
Consultant

 

Journal Your Way to Retirement Week 3

Genesis Wealth Advisors
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Planning, Retirement

You probably know by now how much you need to save financially for retirement and whether you’ll attain that goal.  But, do you know what you’ll be doing in retirement to fill your days?  The majority of people retire without giving this much thought.  This can lead to boredom, sickness and even depression.

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Journal Your Way to Retirement Week 2

Genesis Wealth Advisors
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Planning, Retirement

It is week 2 of the Journal Your Way to Retirement Series. The first journal question got you thinking about retirement in a different way. It wasn’t about what you are going to “do” in retirement, but how do you “feel” about retirement. Big difference!

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Journal Your Way to Retirement Week 1

Genesis Wealth Advisors
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Retirement

The subconscious and conscious minds are powerful resources that can give us exactly what we need to have a wonderful, joyous next phase of our life. By asking yourself powerful questions, the real truth will be revealed. What you think and believe has a profound effect on your world.

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