For some people, retirement is less about stopping and more about starting something new. After decades in education, one man moved to Israel. Not to relax, but to give back. He now spends his days volunteering and exploring, filling his schedule with purpose.
His story isn’t unusual. More and more retirees are seeking meaning—not just rest.
But to build a life that’s active and fulfilling, your finances need to support it. That doesn’t mean chasing big returns. It means building a plan that reflects how you want to live.
Keep it steady, not stressful
Too often, retirees think their portfolio’s job is to keep growing. But what most people actually need is reliable income. The kind that lets you travel, spend time with loved ones, or take on new interests, without worrying about market swings or running out of money.
A conservative, diversified portfolio with regular income can give you that flexibility. Quarterly distributions can cover daily needs or meaningful extras, while your core savings stay invested for the long run.
Let your money reflect your values
Having wealth is one thing. Using it well is another. A good financial plan should support the causes, people, and experiences that matter to you. Whether that’s giving to charity, helping your children, or simply living without financial stress, it starts with clear goals and a strategy built around them.
When your investments align with your values, you get more than returns. You get clarity and peace of mind.
Start your next chapter
If you’re thinking about how to turn retirement into something more meaningful, this might be the right time to revisit your financial strategy.
Book a free Cross-Border Financial Evaluation at profile-financial.com/call. We’ll help you explore whether your plan is set up to support the life you want to lead.
Douglas Goldstein, CFP® is the director of Profile Investment Services, Ltd. www.Profile-Financial.com. He is a licensed financial professional both in the U.S. and Israel. Call (02) 624-2788 for a consultation on how to set up your American assets to meet your financial goals. Securities offered through Portfolio Resources Group, Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not those of Portfolio Resources Group, Inc. or its affiliates. Neither PRG nor its affiliates provide tax or legal advice.
Published August 13, 2025.