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Category Archives: Budgeting
You can’t start too early to invest in your retirement!
January 23, 2011 A client came to see me in regard to a retirement package from his company. I had asked him to prepare a budget of his personal expenses and bring it to the meeting. I was reviewing his … Continue reading
Posted in Budgeting, Retirement Projections
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How Much Income Will You Need In Retirement?
Most sources that I read estimate that you will need 70% to 80% of your current income in your retirement years. Your house may be paid for, but your medical expense will probably be higher. Depending on your income, your … Continue reading
Posted in Budgeting, Finances
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How Much Do I Need to Retire?
January 5, 2011 Experts say young workers need 18.7 times their final pay saved at retirement. This includes Social Security, retirement accounts and their personal savings to maintain their standard of living in retirement. That means individuals making $50,000 when … Continue reading
Posted in 401(k), Budgeting, Social Security
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Budgeting for Retirement
I have started using a new online software that I believe is awesome for budgeting for your personal financial picture and knowing where you spend your money. With the use of debit cards, credit cards, online payments, etc. it has … Continue reading




