... you are a married 42 year old male and the father of two children who earns $125,000 annually. To date you have long term retirement savings of $325,000 and college savings for each of your children of ...
... my comments prior to having opened a 529 plan through a bank or retail brokerage operation. If so then your first step in setting up a 529 plan for your child begins at the www.brightstartsavings.com website. ...
... risk in his early years and gradually evolve into a more conservative portfolio as he ages.
Other critically important variables are: the need to avoid interruption of the savings sequence, Social Security, ...
... coming in from your employer and you need to begin to draw from your savings and investments it can create confusion about which accounts are best to use first and will you be forced to sell investments ...
... we plan where we are going. The Current Status stage focuses on:
The level of your spending
Savings and investment balances
Education funding
How you have invested your money
How much you are ...
... willing to take only 7% worth of risk then we need to reconcile that gap. Goals will be set for all areas of your personal profile like: retirement projections, college savings, estate planning and ...
...
In 2009 then Fed chairman Ben Bernanke wanted to force people out of savings accounts and certificates of deposit and into riskier assets and he was successful. There probably always are a percentage ...
... Planning is the process of evaluating a
client’s current financial condition. We need to
know a client’s net worth, the assets that create
that net worth, current income, savings and
expense history, ...
