Freedom to Do What You Want


This day we remember and honor those who proudly wore the uniform and gave their lives to protect and serve our country. Thank you Men and Women in the United States Air Force, Army, Coast Guard, Marine Corps, and Navy, past and present, for your dedication and continued sacrifices. You are not forgotten. As we honor those before us this weekend, also take time to self-reflect. What ways are you exercising the freedom so many have sacrificed their lives for? You have the freedom to do what you want because of these brave men and women.


How many of you have ever started off a sentence with “Someday I’ll …”? Do you know anyone who’s currently working their lives away in a career they’re unhappy with simply because of money? We all have the ability to pursue our own passions and interests, yet we’re stuck in a rut dreaming about the day they no longer have to work again.

When you are starting out in your 20s, it is natural to think about all that you will have and do once you start making money, and making more money. That gives money way too much power over your life. It’s not about how much you make, but the life that you make with the money you have.”  Suze Orman


Memorial Day
Why should we delay what we enjoy to accumulate enough money to do what we really what now?

With financial creativity and a new mindset regarding retirement, you can find and fund the life you really want now. Life’s too short to wait until you’re 65 to do what you really want to do. Life planning is one of the key components behind the driving force of St. Croix Advisors and we couldn’t be more proud when a client accomplishes their goals. Numbers matter, but your happiness matters more – and to be honest, that makes us happy too. We listen to your goals, dreams, and passions and take them seriously. These do not get tossed in the bucket list / someday pile, but rather let’s take steps for action now pile! We hold you accountable to what you’ve said is important, create a plan, and calculate every step in-between to get you there.

So Happy Memorial Day to all of you and yours and Thank You to the Men and Women in the U.S. Armed Forces because we are Free to Do What We Want!!

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Ask yourself- can my portfolio support my lifestyle in my retirement? 

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