Wealth planning that involves thoughtful consideration of our precious resources – both time and money – can empower us to spend most freely from our most plentiful resource bucket. In this video, our wealth management chair, Mary Lago, CFP®, CTFA, focuses on longevity, spending patterns through retirement and investing in all the elements of fulfilling retirement: health, relationships, purpose and financial security.
For additional perspective, view our First Quarter 2022 Wealth Management Insights publication titled, “Valuing the Resources of Time and Money.”
Mary Lago, CFP®, CTFA, discusses the theme for the first quarter of 2022, “Valuing the Resources of Time and Money.”