When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your own profile.
A post-secondary degree is essential to earn a foothold in the workforce.
Check out the PennyMac Mortgage Blog at the following link to read Warren's advice regarding budgeting for a mortgage in retirement.PennyMac Mortgage Blog
Warren has been quoted in another article. Read How To Retire Early. BY LAUREN CAHN
11 Smart Tips on Retiring Early, from People Who Figured Out How
This is really hitting home for me this week. I have a soon to be Senior in College home for the summer and he is into the financial questions. I don't know if it's because he will be living off-campus this fall and is getting into "adult" mode or what. He set up a Mint.com account, a ROTH IRA and is trying to budget for utilities, rent and food. He also purchased renter's insurance.
One of the decisions we all need to make in retirement is how do we want to be cared for in our later ages when we may need some assistance. I think for most people, they immediately think of long-term care insurance, which may help to offset the cost of skilled nursing care needs, but doesn’t address where or how care will be provided. An option that covers the where
Stories, both fictional and true, are often great ways to learn lessons. Throughout history people have used storytelling to teach people important lessons about life. Some of the most famous examples are some of Aesop’s fables such as the Tortoise and the Hare. In personal finance, one of my favorite books is The Richest Man in Babylon by George S. Clason.
Did you just turn 50 and realized that retirement is coming soon? This article will help you determine if you are ahead of the game or lagging behind.
Whether it’s retirement or any goal, the way to give yourself the best chance of achieving success is to set specific, measurable, and attainable targets.
Interesting article from the New York Times. We have always been Fiduciaries and put our clients interests first and will continue to do so in the future. Can your advisor pledge to be a Fiduciary?