MONEY matters

Trent from The Simple Dollar has written a post called Robinson Crusoe and Our Journey which I had to share with you. This post inspired me to re-read Daniel Defoe’s classic book Robinson Crusoe – so right off the bat, thanks Trent, for the reminder of this not-so-childhood classic.

Trent says the book struck a chord because of his recent journey which appeared to have been about money, but was so much more, in his words, “rethinking what’s actually important to me.” So often this journey is the springboard to discovering what one's relationship with money really is. As a holistic financial planner, I constantly question clients on what it is they absolutely need, what their values are, and as Trent mentions, what is actually important to them.

Happy International Women's Day!

When national polls and surveys are conducted on the subject of retirement planning, the question that’s inevitably asked is: how well prepared are you and your spouse or partner for retirement? The results are usually pretty alarming.

Many of us are procrastinators by nature, but place money, financial planning and the big Kahuna - retirement planning on the to-do list and many of us could win a gold medal at the annual Procrastination Olympics. You know who you are. That retirement planning to-do list grows year by year and the amount of money you think or imagine you need to accumulate grows exponentially each year along with your stress level.

So what can you do?

Your Father’s Retirement Plan vs. Your Retirement Plan - the 3 Major Differences

So how does the current state of the economy and the state of the stock market in the year you retire, influence the retirement income you have to live on for the rest of your life?

Lower Investment Returns