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Focusing on What Matters Most

Can you believe it’s already November? Every year I find myself asking that question, yet it never ceases to surprise me when I realize the year is almost over.

November brings thoughts of the holiday season and all the festivities ahead, filled with family and feasting. We always have a large spread of food filled with all our favorites. Sometimes, I can’t believe how much food is laid out on our table.

But the holidays aren’t about how many dishes you make or how large your turkey is (or in our case, two turkeys). Thanksgiving is about spending time with my family, cooking together, and of course watching football together. It’s a time to treasure the simple things and focus on what matters most.

Planning for retirement, it turns out, isn’t all that different.

These days, everyone has an opinion. You might hear 20 different pieces of advice in just one day. But a financial strategy is not about having the largest portfolio or investing in a hundred different ways. When it comes to retirement, what matters most is a clear vision of who and what you’re planning for. Once you have that in place, all you have to do is stay consistent.

So while you’re enjoying some well-deserved time off and reconnecting with family, I urge you to think long and hard about what you want your retirement to look like.

Then, leave the rest to us. We’ll build a plan that aligns with your vision so you can live the retirement of your dreams.

Give me a call at 952-460-3290.

Cup of Joe

CUP OF JOE

From Joe Lucey, Founder of Secured Retirement

There’s something about sitting down with a steaming cup of coffee that always kicks my day into high gear. And it’s not just because of the caffeine it sends coursing through my veins.

Throughout my career, some of my biggest revelations have come to me in conversation with my mentor over a cup of joe. Good conversation and personal connection can pick you up in a special way. It’s that feeling that I’m hoping to bring to you with my series, your Cup of Joe.

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