Category: General Financial Planning

Average 401(k) Savings by Age

2 Minute Read A question I am asked frequently when discussing retirement; how much should I have saved?  Some “experts” claim you need to replace 80% of your pre-retirement income, while other marketing campaigns by financial services companies want us to believe that we need close to…

Year End Financial Planning

With the end of 2018 fast approaching, there are several financial planning items that you may consider reviewing.  Getting a jump on these items in early November may be a good idea, as both your household and your planning firm could be quite busy…