Key Questions to Plan Your Best Retirement

First, when planning retirement, act like a detective. Why? Because questions are like keys, opening up what you really want. Imagine this: you want ice cream. You tell your parents and they ask, "Vanilla or chocolate?" Their question helps them know exactly what you want. The same goes for your retirement plan. The right questions lead us to the best plan for you.

Let's start with a special question: "What else?" It sounds simple, but it's powerful. It uncovers lots of info about your dreams and goals. Suppose you say you want to "Travel" when you retire. If we ask, "What else?", you might talk about hobbies like gardening, painting, or learning a new language. Each "what else" helps us find out more about your dreams. This way, we can make a retirement plan that's truly you.

Next, we have another important question: "Why?" It shows us why you choose the things you do. If you say you want to travel when you retire, we can ask, "Why is traveling important to you?" Your answer could be anything. You might want to see new places, meet different people, or learn about other cultures. Knowing your "why" helps us make a retirement plan that fits your values and interests.

You might ask, "Are there too many questions?" Not at all! Each question has a job. They help us know you better and encourage you to think more about your wishes. They might even make you think about stuff you haven't thought of before. It's like when your teacher asks hard questions to help you solve a tough math problem.

Remember, there are no right or wrong answers. This journey is all about learning about you and your retirement dreams. Like there's no best ice cream flavor for everyone, there's no single 'best' retirement plan. Everyone is unique, and that's okay.

To wrap up, our goal is to make your retirement as awesome as you dream it to be. So, don't hold back! Let's work together, ask a lot of questions, and make a plan that shows a bright future for your retirement. Because when it's time for you to retire, we want you to have a blast, full of joy, fun, and endless adventures!

When you’re ready reach out to Garrett@AscendInvestment.com

The commentary on this website reflects the personal opinions, viewpoints and analyses of the Ascend Investment Partners employees providing such comments, and should not be regarded as a description of advisory services provided by Kesler, Norman & Wride, LLC dba Ascend Investment Partners or performance returns of any Ascend Investment Partners Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Ascend Investment Partners manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. 

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