Debra Brede is interested in one thing: results. Results mean her clients are retired, reaching their goals, and enjoying the lives they deserve.
Throughout her career, Debra noticed one thing about her retirement-aged clients: they were unprepared for the shift from working to retirement. They didn’t know how to maximize the impact of their money. It made sense. You could fill a bookstore with every how-to-plan-for retirement book. There’s far less advice about how to make thoughtful, strategic money moves when you’re retired.
Inspired, Debra wanted to share the stories, strategies, and insights she has gained from over 40 years of industry experience to help shepherd people through retirement and turn their dreams into reality.
Filled with reality-based advice that doesn’t pull punches, strategies for ensuring survivors are secure, and techniques for funding ongoing philanthropy, Debra’s new book, You’re Retired… Now What? Discovering & Funding Your Purpose-Driven Retirement is the difference-making read you need to make your money work for you and thrive in retirement.
The following charts are referenced in Debra Brede’s book: Your Retired…Now What?
The Colony Group, LLC (“Colony”) is an SEC Registered Investment Advisor with offices throughout the country. Registration does not imply any level of skill or training. Registration does not imply that the SEC has endorsed or approved the qualifications of Colony or its respective representatives to provide any services described herein. Colony provides individuals and institutions with personalized financial and investment advisory services. On 03/01/24, GW & Wade, LLC (“GWW”) merged with and into Colony. Clients of GWW assigned their advisory agreements to Colony. Information contained herein is general in nature and is provided for informational purposes only. Financial and investment advisory services are provided only through a formal advisory relationship. as follows: