Blog - Mark Zayti

Retirement and Relationship Capital: Investing in People, Not Just Portfolios

By investing in relationship capital before and during retirement, you create a more resilient, rewarding, and connected life.

When values and vision lead the way, the numbers tend to follow—and so does the peace that makes it all worthwhile.

Asset preservation doesn’t happen by accident. It requires planning, intention, and a proactive mindset.

We discuss why when selecting a financial advisor, you should look beyond performance reports and polished presentations.

Multi-generational families thrive through intention, through shared purpose, and through guidance that spans years.

By prioritizing estate planning today, retirees can take control of their financial future and provide security for generations to come.

By implementing these best practices, investors can create a strong financial foundation for retirement and protect their wealth.

Without a comprehensive strategy that accounts for longevity risk, retirees may find themselves in financial distress.

Annuities, which have long been a staple in retirement portfolios, promise guaranteed income and protection against longevity risk.

By taking proactive steps today, retirees can ensure that their hard-earned wealth continues to provide security for their loved ones.