Posts tagged retirement plan
How Much is Enough?
How Much is Enough?

What is “enough” in financial terms? Is it a million dollars? $3 million? More?

Clients frequently ask me how much money they need to comfortably retire. Even as a CFP® with over fifteen years of experience, I can never give them a blanket response. There are a variety of quantitative and qualitative factors to consider.

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New + Noteworthy, LegacyDeb MeyerRedefining Family Wealthenough, millionaire, retire, retirement, retirement plan, savings, financial milestone, financial success, frugality, credit card balance, budget, spender, saver, independence, financial independence, handouts, generosity, stewardship, wealth-building, wealthy, build wealth, giving, marriage, dual income, career change, financial tension, AFCPE, white privilege, wise financial decisionsComment
What to do with your 401(k) plan
What to do with your 401(k) plan

Whether retirement is near or far away, you’ve been assured that more savings now generally leads to a bigger nest egg later. You believed that diligence and determination were the keys to building wealth.

So, in today’s uncertain economic environment, what do you do with your employer-sponsored 401(k) or 403(b) plan?

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New + Noteworthy, TacticsDeb MeyerRedefining Family WealthCOVID-19, Coronavirus, djia, dow jones, stock market, stock market crash, stock market volatility, wealth, wealthy, emergency fund, opportunity fund, retirement plan, retirement savings, retirement, how much to save for retirement, 401k, 403b, economics, investment, investment accounts, Investment Strategy, Amazon, bonds, fixed income, target-date, target asset mix, stock, mutual fund, equities, rebalance, self-directed, investment advisor, risk tolerance, conservative, aggressive, loss aversion, stock declines, financial anxiety, market volatility, stock market swings, 401k contributions, take money out of the 401k, IRA, IRA rollover, Fidelity, Schwab, financial planningComment