I recently read a New York Times article that explores the possibility of focusing a financial planning practice on what the author called “modest” retirement accounts. (http://tinyurl.com/av5lvw9) Of course, what quantifies as “modest” assets to one person could be seen as “great” wealth by another. For Baby Boomers, the market crash and recession couldn’t have… Read More »
Posts Categorized: Finances
Client Resolutions to Encourage: Spend Less, Save More and Pay Down Debt
Ah, the New Year. For many, it’s a time to look ahead and make plans for living better in the months and years ahead. It’s also an excellent time for your clients to take a sober look at what they can do to protect their money going forward into 2013. Forty-six percent of consumers are… Read More »