For most of us, our working days will come to an end, whether we’re prepared or not. These years can be the most rewarding, fun, and productive time of your life, but you need to get ready, both emotionally and financially.

Most of us have neither the time nor the inclination to learn everything there is to know about planning for, living in, and funding retirement, however better knowledge can help you make better decisions. For all your decisions, you deserve to have clarity and confidence, and your choices around retirement shouldn’t be any different.

At Emeritus, we are continually developing new planning tools, launching educational games, and publishing our thoughts in blogs and books.
A selection of this content is available via the links at the top of this page, while other elements are reserved exclusively for use by our clients as part of the C3 Process.

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    Client Testimonial

    I am intimidated by investments and complex financial matters, but this gave me more confidence in my capacity to make appropriate decisions. I wish we had done this 10 years ago. One very important aspect of this whole process was working through with my husband what our values, hopes and expectations are.
    — Joan Belford
Emeritus Financial