Do remember as children being asking the question, "what do you want to do when you grow up?" Most of us probably provided answers that matched what our friends or family members did for work. A similar life question also needs to be asked - "What do you want to do in retirement." This month's newsletter addresses this question by offered related guidance on "how much you should be saving and why." It will also provide tangible reasons for planning and reviewing "how you may or may not want to be spending your money." Vacations and activities of interest may be just few topics relevant to your planning. After considering the ideas offered we welcome you to contact us and request a meeting to review your particular set of goals and needs.
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Featured Article: Want to retire? Double your savings rate.
By Robert Powell / Marketwatch
March 1, 2014
Though everyone's situation is different, recent research shows that, on average, most Americans should double their current savings rate if they want to avoid outliving their money in retirement. (More)
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Featured Article: How to Create Your Own Money Roadmap
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By Kimberly Palmer / U.S. News Money
June 12, 2013
Bart Astor's new book helps baby boomers think holistically about their finances. Bart Astor's "aha" moment came as he was listening to author Gail Sheehy give a speech about caring for her ill husband several years ago. Sheehy told the storuy of a doctor asking, "What are your goals for this stage of life?" That questions struck Astor as a profound one, and one that he didn't have an answer to himself. (More)
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