Is $1,000,000 Enough?
The answer is…it depends. We all want to believe that retirement planning is a clean analysis that can be run to peg the exact amount of money we need to eventually stop working. Maybe we need: 75% of income (adjusted […]
The answer is…it depends. We all want to believe that retirement planning is a clean analysis that can be run to peg the exact amount of money we need to eventually stop working. Maybe we need: 75% of income (adjusted […]
Here are our Favorite Articles of the Week Here are our Favorite Articles of the Week Whatever You Do, Don’t Read this Interview with Buffet’s Money Managers Staying Competitive How To Read What Do You Believe This Is Much I […]
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Should I Incorporate My Business? Answer: Operating […]
The financial planning process is a logical, six-step procedure: (1) determine your current financial situation. (2) develop financial goals. (3) identify alternative courses of action. (4) evaluate alternatives. (5) create and implement a financial action plan (6) reevaluate and revise […]
Retirement Study A 2015 study found that 41% of households headed by someone aged 55 to 64 had no retirement savings, and only about a third of them had a traditional pension. Among households in this age group with savings, […]