Dynamic financial planning solutions. Your needs. Your goals. Your values.
Did you know that the first person ever to receive ongoing Social Security benefits was a woman? Ever since Ida May Fuller received the first retirement benefit check in 1940, women have been counting on Social Security to provide much-needed retirement income. Social Security provides other important benefits too, including disability and survivor’s benefits, that [...]
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what investing without setting clear-cut goals is like. If [...]
The average American family’s household net worth declined 23% between 2007 and 2009. A rare survey of U.S. households, first performed in 2007 but repeated in 2009 in order to gauge the effects of the recession, reveals the median net worth of households fell from $125,000 in 2007 to $96,000 in 2009.
A big part of the comprehensive financial planning process is retirement planning and one of the most frequently asked questions in retirement planning is “How much money do I need to have when I reach retirement in order to live comfortably?”. Some people have a very good idea of how much they will need, while [...]
Connections