One of the most difficult parts in Income Planning for our pre-retiree and retiree clients is all of the assumptions that need to be made to construct the plan.
For example - how will spending change post-retirement from pre-retirement. One would think that spending would increase due to all of the “free time” that retirees early on in their retirement years discover. Travel, meals out, gifts for grandchildren and trips to see them, golf and other leisure activities would seem to take a larger and larger piece of the monthly income.
Denne historien er fra January-March 2017-utgaven av Your CREDIT Your MONEY.
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Denne historien er fra January-March 2017-utgaven av Your CREDIT Your MONEY.
Start din 7-dagers gratis prøveperiode på Magzter GOLD for å få tilgang til tusenvis av utvalgte premiumhistorier og 9000+ magasiner og aviser.
Allerede abonnent? Logg på
Saving for College
529 College Savings Plans Can Help Ease Your Top Financial Concern More than 70 percent of parents with children under 18 say that paying for college is their top financial concern, according to Gallup’s 2001-2015 Economic and Personal Finance survey.
Spending Habits
One of the most difficult parts in Income Planning for our pre-retiree and retiree clients is all of the assumptions that need to be made to construct the plan.
Payday Loans
529 College Savings Plans Can Help Ease Your Top Financial Concern More than 70 percent of parents with children under 18 say that paying for college is their top financial concern, according to Gallup’s 2001-2015 Economic and Personal Finance survey.
Your Credit Score
Your credit score can mean the difference between being denied or approved for credit, and a low or high interest rate. A good score can help you qualify for an apartment rental or a job and even get your utilities connected without putting up a deposit.