financial planning

Retirement

What’s Your “Retirement Number?”

What’s Your “Retirement Number?”

By Martin Walcoe. There are many uncertainties when it comes to retirement planning. One of the biggest uncertainties is determining how much money you will need to meet your living expenses after you retire. In other words, what is your “retirement number?” This can be expressed in two different ways: […]

by × June 5, 2014 × 0 comments

Finances

Budgeting Basics: Establishing a Household Budget

Budgeting Basics: Establishing a Household Budget

Financial literacy is arguably more important now than ever, but there appears to be a large financial literacy gap in the U.S. today. In a survey conducted by the Financial Services Roundtable, 41 percent of U.S. adults gave themselves a grade of C or worse when it comes to their […]

by × September 16, 2012 × 0 comments

Finances, Retirement

Planning for Fun

Planning for Fun

Sometimes when planning for your financial future, you can lose sight of a truth that is always with us: we are living our lives in the present. While it is obviously prudent and necessary to plan for your retirement and for an endowment for your heirs, remember that at this […]

by × September 10, 2012 × 3 comments