It seems like the financial media is constantly reminding you that you haven’t saved enough and that you won’t have enough money to experience an Incredible Retirement– doing what you want, when you want. So, what’s the right amount of money to have? For many, $1 million dollars sounds like a pretty good goal. But is it enough? The answer is yes, … Read More
Why Most People Fail at Setting Meaningful Retirement Goals
The single biggest mistake people make when they set goals is that their goals are too vague. Before you can tackle the necessary decisions related to retirement, including investments, taxes, insurance, etc., you must identify your values and then determine your goals and what you want to accomplish over your lifetime. The fun comes when you accomplish your goals and you … Read More
Is Donald Trump a Scrooge with his employees retirement plan?
Recently we came across an article calling Donald Trump a Scrooge with his employees 401k retirement plan. Here’s our take on the article. See if you agree with us.
Obama’s Attack on Your Retirement Plan
In this edition: -I’m not a big fan of President Obama’s latest “proposal” for your retirement plan. And neither should you. Here’s why. -Why someone with a 15+ year relationship with a large national brokerage firm hired us. The answer might surprise you. -Picture of the Week – A great example for any grandparent who doesn’t see their grandkids as much as they’d like.
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