Money and More© August 15, 2019 Retirement Investing

It can be scary retiring after a near lifetime of working.   Perhaps even scarier is realizing that you must live on what you have now in investments.   The markets daily ups and down with the television, radio, and social media hype only enhance this fear.  How are you to do your retirement investing?  Put them under a mattress or bank CD’s earning very little interest?  Here is a method that works for my clients.

Money and More© January 19, 2019

Financial planners like myself often encounter clients wanting to know how to financially retire.   While retirement is about much more than just money, that is why folks frequently seek out financial planning.   These people just want to know “How much do I need to retire” to avoid living under a bridge?  This can become a kind of “Catch 22” question.

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