Rethinking Retirement  

Financial Maturity

The following sites have information regarding financial education which you may find useful. These sites are not related to and are provided for your convenience but do not constitute an endorsement.

The Financial Industry Regulatory Authority (FINRA) public investors website contains tools and calculators, investor education, and market data.  FINRA is the largest non-governmental regulatory agency overseeing securities firms in the United States with a primary goal to protect the investing public. is the site for the Certified Financial Planner Board of Standards.  This site is for both consumers and financial professionals.  Consumers can learn more about financial planning and search for a CFP Board-certified financial advisor in their area.

The Financial Planning Association is a leadership and advocacy organization for those who provide, support and benefit from financial planning.  The FPA's consumer website provides tools, resources and information for those seeking financial maturity.

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"At what age do you hope to (or did you) retire?"

The Six Key Life Arenas

Extensive research has been done in the past decade in an attempt to define and determine just what it takes to be happy, content and fulfilled. While there is no one, single answer, experts have identified six different "life arenas" within which all the variables within our lives will fall...

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