retirement summary

Introducing: Sheri’s Summer Retirement Summary

retirement summary

Hey everyone, happy first official day of summer! Is the pool open? Before you head out, I hope you’ll join me in celebrating the launch of our fourth annual summer blog series. It all started in 2014, when we shared a summer series of Evidence-Based Investment Insights, followed by a 2015 collection of Investment Basics and a 2016 serving of Sheri’s Summer Refreshers. What’s on the agenda for this summer? We’re calling it “Sheri’s Summer Retirement Summary,” and we plan to have some fun with the theme.

First, what is “retirement”? For that, I can quote our own SAGEbroadview website:

“Sage people know … It’s not about cliffs called ‘work’ and ‘retirement;’ it’s about preparing, from this point forward, to move steadily toward wherever you want to go next.”

Where do you want to go next? Do you want to get there sooner or later … or, for you, maybe the journey is the destination? As I’ve covered in past posts, such as here and here, there is no one correct answer. “Retirement” can mean wildly different things to wildly different people.

We say, vive la différence! In fact, we’re going to celebrate all summer by showcasing the many creative ways people from all walks of life have been defining their exemplary retirement. If you’ve not yet settled on your own ideal plans for retirement, I hope you’ll find a model that speaks to you and your lifestyle. Then let us know if we can help you financially prepare for it.

That’s it for now. Last one in the pool is a rotten egg.

retirement summarySAGE Serendipity:  I love how this essay in begins…. “Pop-up philosophy. Stop, sit down and just think. That’s what I wrote on a whiteboard – then I took it outside and propped it next to a small folding chair near the entrance to my office at City, University of London.” Author André Spicer is professor of organisational behaviour at University of London. His article, Had a good think lately? is well worth a read.


Sheri Iannetta Cupo, CFP®, Founding Partner (Retired) & Director
[email protected]

SAGEbroadview Wealth Management is a Fee Only firm offering ongoing financial planning and portfolio management, with tax planning woven carefully throughout our services. We work virtually across the country, with offices in Farmington, CT, Morristown, NJ, and Burlington, MA.