As financial advisors, we help our clients through every stage of life. From the birth of a child, the beginning of a new career, transitioning to retirement, or the death of a loved one, we are there — every step of the way. It is an honor to support our clients during these life milestones.
Clients approach retirement in various ways. Some are ready to take the pedal off the gas and slow down a bit. Others see it as an opportunity to enjoy more flexibility in their schedule while pursuing their passions. No matter how our clients view their retirement, we provide support as they make new financial decisions.
Recently, one of our lovely clients began her retirement journey — meet Pennie. She is a prime example of how each client can create a unique retirement path. Pennie has worked hard over the years sharing her love of books with the world as a Book Buyer for a major corporation. Her opinion sold books, influenced publishers, and essentially informed the American public of what was worth reading, evolving into an active following for Pennie’s Picks, which was a selection of her top book picks. Pennie arrived at the destination of retirement ready but curious. Was she really going to give up sharing her love of books with the public? The short answer is no. Pennie was ready to retire from a Monday to Friday schedule and have more freedom in her days but not ready to stop reading, sharing, and influencing.
Instead of booking a vacation, Pennie didn’t skip a beat. She carved out a new path allowing her to continue pursuing the work she loves. We are delighted and honored as a firm to share her newest endeavor Pennie’s Pick. Pennie will no doubt continue directing American and world readers to pick up a book worth reading that they may otherwise have passed by. Emerald Advisors loves watching our clients embrace every chapter of their life, and Pennie is doing just that.
Congratulations Pennie! We are cheering you on!
Disclosure: Emerald Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.