We’re not huge fans of the term ‘bucket list,’ preferring (apologies to David Letterman) ‘Top Ten To-Do’s Now That I’m Retired.’ More and more these days, our clients’ lists include things like: “Build a Habitat house in Louisiana” or “Join the Peace Corps.” And, why not? The first phase of retirement (we call it the ‘G0-Go’ season) is the time to tick off the things you’ve always wanted to do to help your fellow man, but never had the time. Fulfilling your life’s purpose is just one of the benefits a well-planned retirement can afford.
So often, we think of dreams and goals in terms of things to get. Why not think of your dreams and goals in terms of things to give?
What’s on your list?