Rishi and Andrew discuss the changes to consider when transitioning from your working years into retirement. They walk through common biases in retirement and investing and explain why a proactive strategic retirement plan is important in having a successful retirement. In the planning tip of the week, Rishi breaks down donor advised funds (DAF), an investment strategy that allows you to receive an immediate tax benefit while also allowing you to hit your philanthropic goals. To start building your strategic retirement plan, call our office at 636.400.7889!