One of the toughest things about my job is convincing my clients to enjoy the money they have saved. Most of my clients have worked very hard for decades to save money toward their retirement, and when that time comes, it’s tough to change their mindset from saving, saving, saving, to spending. Balancing Saving and Spending Twenty years ago, I learned a valuable lesson. I Read More » Continue reading Can I afford it?
The Social Security Trustees project that the program’s combined trust funds will be depleted in 2035. That’s right, about ten years from now. The Trustees are projecting that once Social Security’s trust funds are depleted, the program will be in a position to pay only 83% of scheduled Social Security benefits. It’s important to prepare now for potential benefit cuts. This isn’t the first time Read More » Continue reading Did you know…
