Objective information about retirement, financial planning and investments



  1. It's going to be pretty bad in the next few years as millions of Americans hit that "retirement phase" and don't have the funds to live the life they thought they would. In many cases, they did it to themselves. Hopefully, the recent crash and unemployment situation has conditioned the younger generation to be more cautious and conservative with their budgets.

  2. Thanks for the comment and I agree. All I can say is that best time to do financial planning is now regardless of one's stage of life.

  3. Financial Planning has always been part of the big society, it is being tackled at almost all fields of the society. There are so many issues that a financial adviser must face to, financial problem is a very broad field that always needs extra attention.

  4. Thanks for your comment and for visiting the site.


  1. […] the case of my perspective client and in the case of many, this decision will be made in the context of their overall financial situation.  My perspective client has other financial resources and his wife plans to continue her […]

  2. […] with a plan, don’t just save.  A financial plan should serve as the foundation for your investing activities.  A financial plan is like having a […]

  3. […] the less, the findings of this study and others clearly show that having a financial plan in place is a key element in achieving your goals.  Financial planning typically encompasses areas such […]

  4. […] to her that I thought she was focusing on the wrong issues and that she should focus on getting a financial plan in place and getting a handle on her spending and the resources available and needed to support her […]

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