Preparing for your first meeting with an advisory team? 

How do you mentally prepare for your first meeting with a potential advisory team? What should you consider before meeting them?

We've created a guide for just that: Prospective Client Guide

Retirement Checklist: The Emotional Side

Retirement is just as much an emotional decision as it is a financial one. Time and again, we’ve seen clients and their spouses focus intently on the financial aspects of retirement, often overlooking the emotional side of this significant transition. How do you know if you're emotionally prepared?

We've created a checklist just for that: KWAG Retirement Checklist: The Emotional Side

Here's how to use it:

1. Print the checklist.
2. Pour a tea, coffee or wine and sit somewhere comfortable.
3. Go through one section at a time.
4. Don’t aim to “solve” or answer everything in one sitting - just open the conversation and note areas where you align or differ. 
5. Use this as a starting point for meaningful discussions about your future together. If you're single, ponder these questions for yourself - they apply to individuals and couples.