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Financial Freedom Blog
May 23, 2017
I looked up the word “essential” when I wrote the above headline and here is what dictionary.com told me: Adjective: absolutely necessary; indispensable Noun: a basic, indispensable, or necessary element; Think of what “indispensable” or “necessary element” or “basic” means. Effective retirement planning is that important to your future happiness. There … Read More
May 19, 2017
It’s okay if you are. Lots of people worry that they’re not prepared for retirement — and many people aren’t ready so let’s be clear. But you don’t have to be afraid of the next great phase of your life. In his first inauguration speech, Franklin Roosevelt said: “… let … Read More
May 11, 2017
A prospective client asked us this question yesterday (thanks HG) and it made us stop. After some reflection, I answered, “yes” and here’s why. First, most people underestimate the impact of inflation. At a 3% annual rate, inflation eats away at buying power. For example, a couple age 65 that … Read More
May 9, 2017
One of the biggest challenges when someone is making the transition to retirement is a mindset shift. A retiring person goes from the work world where he or she was busy 40-50 hours a week, plus commuting time, focused on work. And when the person retires, it all changes. The … Read More
May 8, 2017
When we do a retirement plan for a client, most of them come to us with the first question in the front of their minds, but the other three key questions to ask and answer are often a surprise. The first questions everyone asks is: Do I/We have enough? And … Read More