Their Financial Story - Lynn


Her passion I am passionate about travel, food, hiking, biking, swimming, reading, and music.
Her financial goals I want to be able to maintain my lifestyle by being able to pursue the same passions I have in my retirement--particular travel, but I also want enough financial security that I will not be a burden to my children. I want to hopefully have a little something for them, and for Pitt, in the end.
Her idea of success Professional success for me is providing strong, effective leadership to my team--keeping us all happily engaged in our work and feeling proud of what we accomplish together. Attaining happiness from your work makes pursuing financial goals easier and adds to the overall achievement of personal goals.
Her idea of retirement In retirement, my parents spent every winter in Hilton Head, SC, where they built a close circle of "snow bird" friends. I would like to spend every other winter in such a situation and, in the off years, enjoy immersive, extended winter stays in interesting places throughout the world.