Planning
Questions You Need Answered
Whether you’re investing for your future retirement or living it now, there are some important questions you need answered:
How much money will you need for your future self?
When will you need it?
How much can you save?
How much should you save?
How much do you need to earn on your savings?
How much risk can you take?
How much risk should you take?
How much Social Security income can you expect?
Is your investment plan designed to get the rewards you need?
Are you willing to downsize your ho…
The Lost Years Club
“If you don’t know where you’re going, chances are you’ll wind up somewhere else.” – A Wise Pooh Bear
If you aren’t clear about where you are, and where you are going—financially-speaking, we get it. We understand what it’s like to be foggy about such things; we see it every day. People spend years—decades even!—lost in this fog. They are members of what Lee Eisenberg in his book, The Number, calls the Lost Years Club.
