As we discussed last time, purchasing power (and the ability for your money to keep pace with a rising cost of life) is truly at the heart of strategic planning for yourself and your family. I discussed the difficulties that target date funds present (by design) by...
As we covered earlier, we know life will be increasingly expensive, not only as we get closer to our retirement but as we continue through retirement as well. In order to retire successfully and stay successfully retired, you must consider your investment choices. ...
This can seem like a daunting task with so many investment choices available today. I’m not prepared or allowed to give advice to the general public in this forum. Most importantly, I don’t know who you, what you want to accomplish, your resources, time horizon or...
We’ve discussed the importance of creating a written plan and how that may allow you to quantify what “enough” means to you. In order to create your unique and personal written plan, it’s necessary to have clarity on the items for which you own and owe. Your balance...
We’ve discussed the value of having a job description assigned to each of your accounts. Once this process is completed, you may begin assembling your balance sheet. Your balance sheet should list all accounts as well as items which you own and owe. Assets you own...