Otium - Latin, meaning, leisure time in which a person can enjoy eating, playing, resting, contemplation and academic endeavors, a time in a person's life (retirement) after previous service to the public or private sector, withdrawing from one's daily business or affairs and to engage in activities that are considered to be artistically valuable or enlightening.
How to Retire Early
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It may be time for a Financial Checkup
This video discusses issues related to your retirement accounts when you move on from your job.
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Preparation is the Key to Retirement
Planning Your Future, it's one of the most important things we can do, but it's also the most overlooked. Life is full of Milestones. Starting a career, getting married, growing your family, starting a business and retiring are just some of the amazing things we experience. Here at Otium Financial Planners we'll help you accomplish your future financial goals every step of the way.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
"Your story is the greatest legacy that you will leave to your friends. It's the longest-lasting legacy you will leave to your heirs."
- Steve Saint
As a fiduciary, we are always looking out for your best interests. This includes looking at all aspects of your financial life. We will start by learning what matters most to you as well as what your goals are and when you want to achieve them.
Planning is a process of setting goals, developing strategies, and tasks and schedules to accomplish the goals we wish to achieve. At Otium Financial Planners we utilize a goal-based approach to help you tell and build your story.
"Someone is sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.