Planning

June 17, 2021

The Answers to 46 Frequently Asked Questions about Retirement

1. Where will my retirement income come from? Many retirees receive income from 4 main sources. 1 1) Personal savings and investments 2) Earned income 3) Company pension benefits 4) Social Security income 2. How much will my income need to increase to keep up with the cost of living? The annual increase in the cost of living (as measured by the Consumer Price Index 2 ) has fluctuated but has averaged between 2% and 3% over the past 30 years. Financial professionals recommend that retirees compensate for inflation when preparing retirement income projections. 3. If inflation averages 3%, how […]
June 17, 2021

How to Be 30% and 50% Happier in Your Retirement

It’s not all about the money.  Yes, money is important, but the quality of life determines how happy you are in retirement.  Seven things you can start on today to live a happier retirement. Zig Ziglar once said that “Money isn’t everything, but it sure ranks right up there with oxygen.”  While having more money than you need in retirement is comforting, more and more of the 80+ million boomers that are marching into retirement are realizing that it’s not all about the money that makes for a happy retirement.   This report will highlight six areas that you can target […]
June 17, 2021

How to Be 30% and 50% Happier in Your Retirement

It’s not all about the money.  Yes, money is important, but the quality of life determines how happy you are in retirement.  Seven things you can start on today to live a happier retirement. Zig Ziglar once said that “Money isn’t everything, but it sure ranks right up there with oxygen.”  While having more money than you need in retirement is comforting, more and more of the 80+ million boomers that are marching into retirement are realizing that it’s not all about the money that makes for a happy retirement.   This report will highlight six areas that you can target […]
June 17, 2021

Are You Between Your 50th Birthday and Retirement?

If so, keep reading to learn about my offer of something priceless to you, for nothing.  If not, pass this information along to someone you know that is.  It’s that important. In America today, there are forty million people between their 50th birthday and retirement.  Most of the money these forty million souls have saved and will save over the next five, ten or fifteen years is going to be directed into retirement accumulation.  This may well become the most money they’ve ever accumulated in their lives. Chances are you are this person.  You have saved and are currently saving […]
February 27, 2020

Plan for a lifetime of experiences… Aesop on Finance – Part Three

Being Prepared for Retirement When I ask people what their number one financial goal is, many of them say things like “Pay off my house; buy a better car; go on vacation; pay off my credit card debt. Those are all really good goals to have, but there’s one I think that’s just as important as all the rest: preparing for retirement. Now, just about everyone would agree that preparing for retirement is important. But thinking something and actually doing it are two completely different things. It can be hard to prepare for retirement because when you retire, you’re not […]