September 29, 2014
Class, pay attention. 40% of baby boomers are at risk of not having enough retirement money (says Employee Benefit Research Institute via Money Mag). But in the years when families are done paying for the kids' college, they start living very large and increase spending by 51% (says Boston College Center for Retirement Research via Money Mag). Okay class, how do we solve this very complicated conflict? Bueller? Bueller?
- Larry Pike, CFA, Client Priority Financial Advisors LLC
- www.clientpriority.com
Class, pay attention. 40% of baby boomers are at risk of not having enough retirement money (says Employee Benefit Research Institute via Money Mag). But in the years when families are done paying for the kids' college, they start living very large and increase spending by 51% (says Boston College Center for Retirement Research via Money Mag). Okay class, how do we solve this very complicated conflict? Bueller? Bueller?
- Larry Pike, CFA, Client Priority Financial Advisors LLC
- www.clientpriority.com
September 28, 2014
Yikes! The markets were volatile this week! What do you do? If you have a financial plan, you need to ask yourself if anything about your circumstances has changed this week versus last week. If the answer is no, then there's nothing to do. What if you don't have a financial plan? Then the volatile markets are only one concern among many.
- Larry Pike, CFA, Client Priority Financial Advisors LLC
- www.clientpriority.com
September 26, 2014
Do you ever feel jealous of someone else's wealth? Former Wall Street Journal columnist Jonathan Clements responds the following way to his kids' comments that the neighbors must be loaded because of the fancy, new car they are driving: "We don't know how much money they have, just how much they spend."
- Larry Pike, CFA, Client Priority Financial Advisors LLC
- www.clientpriority.com
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