Early retirement

Intentional Wealth Update with Morton Brown Family Wealth

Have you considered early retirement? In this week's Intentional Wealth Update, our advisors discuss real-life case studies of people who have chosen to retire early. Dennis, Katie, and Cody highlight the popular considerations for early retirement and important financial factors that could be overlooked, including social security timing.

Featured Advisors:

• Dennis Morton, CFP®, ChFC® - Connect on LinkedIn
• Kathryn Brown, CFP®, ChFC® - Connect on LinkedIn
• Cody Demmel, CFP® - Connect on LinkedIn

Relevant Links:

• WSJ article on early retirement
• Important Disclosures

Historical performance results for investment indices, benchmarks, certain securities and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that Morton Brown Family Wealth LLC (Morton Brown) account holdings correspond directly to any comparative indices or categories. Please also note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Morton Brown accounts; and (3) a description of each comparative benchmark/index is available upon request.

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