Money and Life on the Way to Retirement
As we approach retirement, the last thing we want to think about is death. We’re focusing on building our savings so we can travel, enjoy time with our partners and grown-up children, and, of course, spoil our grandchildren. There is so much to look forward to that thinking about how you will handle your estate [...]
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It’s important when creating your budget to understand what is a need versus a want. If you need to cut back then the wants are the first to go. However a recent survey of my generation revealed the needs are not really only the basics for survival (shelter, clothing and food). Instead, 66% in this [...]
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Planning for retirement should be an ongoing process until the day you are officially retired. The economy the past couple of years have changed how some of us view retirement incuding yours truly. According to the Wall Street Journal phased retirements plans are becoming more common. A phased retirement is an alternative to regular employment that [...]
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Remember the commercials for a financial services company showing people walking around with various numbers? The number was the amount of money needed for retirement. It varied by person, but of course the company could help you get to your number. I didn’t think much about it at the time other than the fact that [...]
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I don’t want to get to Dave Ramsey’s step 7 just to acquire money. The point of money is to be able to do the things Mr. Boomer and I want to and live comfortably the rest of our lives. You might remember the movie “The Bucket List” a couple of years ago when two [...]
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