• Call Us: 425-373-9393

Archive For: Personal finance

Warning: Retirement May Not Be What You Think

The latest Retirement Confidence study done by the EBRI (www.ebri.org) contains some alarming facts from the perspective of people who have already retired. For example: While the majority of workers expect to retire at age 65 or older, the reality is that the majority of retirees actually retired at age ... Read More
 

Preparing for Retirement In Three Parts

The JPFP team has been working on a new framework to help our clients prepare for and enjoye retirement from a financial standpoint. We’ve come up with a three-part system we call the Total Retirement System (TRS for short). Retirement Planning: this starts five to ten years before a client wants ... Read More
 

Building Good Money Habits

Did you make any New Year’s resolutions at the start of 2017? Did you keep any of your resolutions? We all struggle to build good habits in some areas of our lives, even if we have great discipline and practices in other parts. In the book Better than Before, Gretchen ... Read More
 

Are You Better Than Average?

In a study done by the New York Times last June, they found that 83% of subscribers believe they are above average, 16% believe they are average and less than .5% believe they are below average. Most people (not just subscribers to the New York Times) believe they are above ... Read More
 

Retirement on Your Mind?

About this time every year we seem to get a large number of questions about being ready for retirement. It might be the start of the New Year that brings out the inquiries or something else. For whatever the reason, if you’re thinking about retirement, we have two tools that ... Read More