As summer draws to a close, we might be planning our last trip to the beach or a favorite weekend destination. Whether you choose to enjoy the long summer days by lounging around with a good book or doing something a little more physically taxing, summer is a special time that we’ve cherished since childhood.

We may feel nostalgic about summer because, as kids, it was a time that signified our freedom – no school, no homework, and lots of time outside. Even now, summer can provide a break from the usual grind, especially if you spend most of the year working long hours in your office. In many ways, retirement is a lot like those summer breaks from school. It’s a time of freedom with the ability to focus on doing the things you want to do with the people you want to do them with. Only this time, it doesn’t have to end with summer. It’s a permanent state of being.

However, unlike summer vacation when you were a kid, this endless summer requires a lot of planning. Think about how much time you spend planning a trip and how many details go into it – have you spent more or less time planning for your retirement? If it’s less, consider that a trip is only a week or two long, but retirement can be 30+ years long. Figuring out how you’ll make your money last for the rest of your life, how you’ll maximize your Social Security benefit, and how you’ll cover potentially staggering healthcare and long-term care costs later in retirement isn’t simple.

Set aside some time this summer to review your finances and think about the future. Consider how a financial advisor could help you get to where you want to be by creating a retirement roadmap. This can include a retirement income plan, a tax minimization strategy, an estate plan, and more.

Retirement is a time that should give you that never-ending summer kind of feeling. And, to get the most out of your permanent summer break, make sure you have a solid plan in place for the future. If you’re not sure you have a comprehensive plan in place, maybe it’s time to Click HERE and schedule your complimentary, no-obligation review. At LakePoint Advisory Group, we’ll assess your current retirement plan, discuss your financial and lifestyle goals, and determine if you’re on track or could use some adjustments. We’re here to guide you along your retirement journey and help you achieve your goals so you can focus on maximizing your enjoyment.


NOTICE: Lake Point Wealth Management, LLC (“LPWM”) is an SEC-registered investment adviser. Insurance products and other services are offered through our affiliate, Lake Point Advisory Group, LLC (“LPAG”, and collectively with LPWM, “Lake Point” or “we”). Registration does not imply a certain level of skill or training. Additional information about Lake Point is available on the SEC’s website at www.adviserinfo.sec.gov.This material is provided for informational purposes and is not an offer to sell or a solicitation of an offer to buy an interest in any security. Such an offer may only be made at the time a qualified offeree receives a confidential private offering memorandum or other appropriate disclosure. This report is intended as a summary; it does not purport to be complete. Information contained herein is believed to be accurate and/or derived from sources which we believe to be reliable; however we do not warrant the completeness or accuracy of such information. Opinions expressed herein do not necessarily reflect those of Lake Point, its subsidiaries, or affiliates. You should not construe this presentation or any other communication received in connection with Lake Point as legal, accounting, tax, investment, or other advice. You should consult with your own counsel and advisors regarding such matters. Past performance is not necessarily indicative of future results. No representation is made that any investment will or is likely to achieve the same or similar results in the future.

These materials are for informational purposes only. It is not intended to provide, and should not be relied on for, any tax or legal advice. Please consult a qualified professional before making decisions about your financial situation.