"April is Financial Literacy Month and was first recognized in the U.S. in April 2004. It was designed to [...]
"Next, you are ready to begin looking at what guaranteed income sources you may have. Most people will at least [...]
Principles of Financial Planning Series: Setting a Budget for Retirement – How Much Should I Plan to Live On?
"A few times each year, I teach a class on how to simplify retirement planning. Every time I teach [...]
By Samantha Compton This month, I’m introducing the last principle in this series, Financial Principle #5: Protect the Income, Grow the [...]
By Samantha Compton This month, we’ll continue our focus on Financial Principle #4: Don’t Let Your Portfolio Take a H.I.T. (Healthcare, [...]
by Samantha Compton Last month, in our discussion of a 3-Bucket approach to financial planning, we focused on the Growth Bucket. [...]