• Call Us: 425-373-9393

Archive For: Personal finance

Planning on Working In Retirement?

The Employee Benefits Research Institute (EBRI) conducts an annual Retirement Confidence Study. The study consistently finds that workers are far more likely to expect to work for pay in retirement than retirees are to have actually worked. In the 2017 study, 79 percent of workers indicated that they expect work ... Read More
 

Five Secrets to Retirement Happiness

The caring and wonderful advisors at Juetten Personal Financial Planning have guided hundreds of clients as they have moved from the work life phase of their lives to the retirement phase of their lives.  We learn a great deal from these clients and the lessons are new with each person ... Read More
 

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