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(877) 733-1859Retirement is one of life’s biggest transitions. We’ve gathered resources to help you plan with confidence, from financial strategies to lifestyle insights, so you can thrive in your next chapter.
Retirement planning often focuses on numbers. But after decades as a physician and now a financial advisor, I’ve learned that…
John Stephens, MD, MBA, CFA, CFP®
Feb 25Read More
TCI helps clients navigate through all kinds of changes, but retirement is most often the major life transition that causes…
Lauren Williams, MBA, CFP®
May 24Read More
One of TCI’s founders and a personal mentor, Bob Swift, is many things, eccentric included. When he retired, the first…
Scott Bennett, CFP®
Mar 28Read More
Ahhhh, retirement! Many people dream of reading in a hammock, making travel plans, playing golf or tending to their garden.…
Catherine Nichols, J.D.
Nov 3Read More
A few books our team often suggests for the way they approach retirement beyond just the numbers.
From Strength to Strength: Finding Success, Happiness, and Deep Purpose in the Second Half of Life
Arthur C. Brooks
Naked Retirement: Living A Happy, Healthy, & Connected Retirement
Robert Laura
Die With Zero: Getting All You Can from Your Money and Your Life
Bill Perkins
The Psychology of Money
Morgan Housel
The Happiness Curve: Why Life Gets Better After 50
Jonathan RauchAdditional Resources
Curious to see if we’re a good fit for each other? All it takes is a brief conversation with a TCI advisor to find out. Fill out the form below to have an advisor contact you. We’d love to hear from you.
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