December 3, 2018

There are a lot of variables that play into determining whether or not you’re on track in terms of having enough saved up for retirement. Some of them, such as your savings rate, how early you start, and how long you work can be controlled, but others, such as how long you’ll live, and what the state of the market will be when you retire...

April 23, 2018

When it comes to determining how much you need to have saved up in order to retire, one of the most important questions you need to ask yourself is how much you spend. In fact, this number is crucial to building a financial plan because it gives us an idea of how much your portfolio needs to earn to meet the needs of your lifestyle. Surpr...

April 16, 2018

Like all other goals in life, financial goals come in a variety of flavor. There are big, lifetime savings goals like saving for retirement, college, or a home that drive the financial industry. There are also the little day-to-day goals, like saving up for a new electronic toy or designer bag. There are even the goals we sometimes don’t...

May 26, 2017

As I write this I’m preparing to leave on a family vacation to Ireland and Scotland to trace some of our family lineage with my grandparents. As a child, my parents encouraged my brother and me to travel often. I have been to almost every state in the U.S. (I have a few left to cross off still – anybody reading this from the Dakotas?) and...

October 3, 2016

In a survey by the National Association of Area Agencies on Aging, the National Council on Aging, UnitedHealthcare, and USA TODAY, researchers found that the number one regret individuals over 60 had when looking back on their lives was not having saved enough money.  Of the 1,000 adults surveyed, 45% wished they had saved more, followed...

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