Our brand-new free report, Winning in Retirement: A Foolish Approach to Health, Happiness, and Investing, describes three key ingredients for a happy and fulfilling retirement, AND an investment strategy we think can help you achieve it.

… Do I have enough to retire?

… Have I saved enough to live the way I want to in retirement?

… How can I make sure I don’t spend too much too soon?

… Do I have a good retirement plan?

These are just some of the questions people often ask as they think about retirement.

From our point of view, we believe the questions should not stop at how much money you have saved up. They should continue into how you intend to use it.

The definition of retirement is evolving. It has become about much more than just “not working” and “not running out of money.”

Many folks have goals that go far beyond mere financial stability or even comfort.

For some of you, it might mean living in Latin America half of the year. For others, it’s moving across the country to be near your grandchildren. Or maybe it revolves around an adrenaline-fueled hobby like rocket-paragliding!

Our brand-new report will walk you through the process of identifying what’s most important to you - a research-backed process we call The Prosperity Trifecta - AND describe some options for crafting a retirement plan around your priorities.

You’ll discover...

  • The Prosperity Trifecta – Find out what factors we believe lead to a deeply satisfying retirement experience; factors beyond simply money in the bank.
  • The “Cash Carve-Out Strategy” – This strategic, scalable approach provides for current living expenses while leaving longer-term assets invested for potential growth.
  • How to Craft a Financial Plan to Enable a Prosperous Life – including how to think about short term cash needs, long term investing needs and healthcare costs.
  • And, How Stocks Can Play an Important Role – potentially keeping ahead of inflation, while hopefully helping you continue to grow your wealth… yes, even in retirement!

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