ST. CROIX INSIGHTS

“We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness.”  ~ The preamble to the Declaration of Independence

Life, liberty, and the pursuit of happiness—isn’t that what we all seek? These three common goals unite all of us as Americans. It doesn’t matter your background, education, or occupation; we all strive for this. Aren’t those three items at the core of financial freedom? So, let’s talk Independence Day.

Life: creating the life/lifestyle we desire.
Liberty: living in a free society.
Pursuit of Happiness: finding meaning and purpose.

Financial freedom doesn’t come without hard work, sacrifice, and the faith that we can actually achieve it.

Some of you may have achieved financial freedom; others may still be working on building their financial wealth to achieve that level of independence. Whenever I encounter someone who has achieved financial freedom, they give me hope for others I advise on how they can also achieve it.

For me, financial freedom means that I can choose between needing to work and deciding to work. That’s a level of financial security that people generally experience later in life, after years of hard work and careful money management.

328,000,000 people live in this great country.

We are a nation of people with three common goals—life, liberty, and the pursuit of happiness—but we all have different thoughts and perspectives on what those three core goals mean for our own lives and how we can achieve them. That’s just one reason why America is so special.

We will all be celebrating July 4, 2020 (Independence Day), with fewer fireworks, picnics, ball games, parades, BBQs, concerts, and big family reunions that normally bring us together on this special day. But one thing hasn’t changed: this is a time for each of us to pause and remember what’s truly important for our lives and our country.

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