Michael Weber, CFP®

Investment Advisor Representative

My Retirement Big Books by Blue Bell PWM

Retirement Planning

Download the Full "My Retirement Big Blocks" eBook & Worksheet

A quick motivation read of self-discovery of what is most important to you and an accompanying worksheet to write down your personal Retirement Big Blocks.

A personal take on retirement

My Retirement Big Blocks

“Why focus on the “Big Blocks”? I suggest that it is because these are the people, places, and activities that will provide you with the most joy, peace, and happiness in your life. We all know that life is short and, eventually, we all figure out that we need to make the most of the time we have with those we care the most about.”

What's most important in your life? What are you working for or did you work for in the past?

At one point or another in either your personal or professional life, someone has probably talked to you about setting goals, figuring out what you need to do to meet those goals, and taking action to achieve them. Many of us are great at doing this when it comes to our work or our children.

However, have you stopped and thought clearly about the future you and your significant other want together after you’ve worked to become financially independent, the kids are grown and out of your house, and you have the freedom to do what YOU want?

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CHOOSE A PROGRAM

Access your personal financial planning home page. Your homepage allows you to organize, store, and monitor all your personal financial information, including access to all of your accounts, credit cards, mortgages, insurance, and investments from a wide range of sources.

Access your account information, Blue Bell quarterly reports and commentary as well as Schwab statements and tax documents.

Charles Schwab

Access your account information, statements and tax documents.