I have done a ton of retirement plan enrollment meetings in my career. One question that consistently comes up is “How much should I be putting into my work retirement account?” In order to not induce sticker shock, I lay…
The attached article has some great stories about how there is not just one way to retire. While some people consider stopping work as a one-way train to crotchety old age, others keep active and busy with hobbies, grandkids, volunteer…
I went to the Financial Planning Association’s annual Symposium in September. This is a great opportunity for financial planners to get new information and catch up with old friends. As usual, it was a great event and I learned lots…
Now, this is the kind of news I like to see. Charitable giving from all sources was $358 billion in 2014, the highest amount since its 2007 peak. Fifty four percent of the year over year growth from 2013 was…
Did you know that financial planners have seasons? It’s true! Summer is very slow in my business because people are in a vacation mind-set. That school calendar is forever embedded in our brains. When fall rolls around, folks are ready…
That’s right, I said YOUR plan, because I already know my kids aren’t getting any athletic or academic scholarships. At a Financial Planning Association meeting I picked up this flyer from the nice folks at College Invest. In the flyer…
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