Tag Archives: Retirement Planning

The Retirement Paradigm

Everyone has a different idea of what a successful retirement means to them. Make sure your financial planner clearly understands what’s important about retirement to you. You may be surprised to find out that you and your advisor have different ideas of what it “should” look like.

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Fundamentals of Personal Financial Planning

I came across this website recently from the University of California Irvine with a free online course in personal financial planning.  It has eight self-study modules that cover the various aspects of this topic which are:  goal setting, taxation, insurance, investing, retirement planning, college planning, & estate planning.  I thought the information was...
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Retirement Financial Planning

Many people look forward to retirement because they can finally do whatever they want to. Setting goals that will help you pursue your passions during retirement will make it much more fulfilling

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