retirement every seven years?  is that what he said?

Yes, in the video I mention retirement every seven years.  But, only for a year.  And, only if you want to.  So . . .

Want to?  Yes?  Great! 

Now, that will require some planning, right? And, maybe some changes?  A different retirement calculator, perhaps?

You might be thinking, "Finally, I have found someone who will listen to me and not tell me I'm crazy!"

Hey, you've been looking for us?  Rest assured, 

we have been looking for you!

You are in the right place.  Living counter-culturally requires community, support, encouragement.  We don't have all the answers, even after 3 complete business cycles.  Every sabbatical year has been unique.  Every sabbatical year has been

imperfect.  We don't beat ourselves up when we fail.  Rather, we approach this all as a gift, and with a sense of humor.  The last thing we want to be for us and our kids, or for you and yours, is heavy-handed.  Hey, if you start early enough--

you could get seven tries.  Maybe even eight!  

So, back to planning.  Would you like to hear about ours?  What we plan and deliver is called a RestEquity Plan.  And, we use the word "rest" acrostically to organize it.  

R

Risk
Transfers

E

Employer/
Employee Benefits

S

Safe Money
Places

T

Trust
Funding

r  e  s  t

R educe Costs
E liminate Consumer Debt
S ave for 7 retirements, (maybe 8)
T ransfer the financial risks of living too long, dying too soon, or losing income to illness, injury, or economic downturn.

Download our Financial Picture form, as a first step.  Fill it out completely, save it to your system, then return it securely using our encrypted document transfer.

Q: Why would a business owner buy long term care insurance,
when the business could buy it for them?


A Short Course in Long Term Planning book cover

Yours, with our thanks for answering 2 quick LTC questions.

Disclaimer Regarding Medicare Advantage Plans 

We are multi-state licensed, and headquartered in Minnesota.  Here, in MN, we represent 7 organizations which offer 45 Medicare Advantage products. You can always contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program for help with plan choices.

Disclaimer Regarding Medicare Supplements 

We are multi-state licensed, and headquartered in Minnesota. we do not offer every Medicare supplement available in Every area. Currently we represent 10 out of 13 organizations which offer Medicare supplements in MN.  Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options.

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