Oftentimes when I meet with new folks I hear things like "I thought I would be further on by this time in my life," or "We're not doing as well as we thought we would have," or something similar. In short, it seems that the goals and future that most of us set for ourselves…
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About: Neal
Recent Posts by Neal
From The President’s Desk
Somehow, somewhere, it seems that when it comes to retirement planning the one thing that seems to get in the way is Life. As we go merrily though our way, life seems to throw obstacles in our way: school, meeting your future beloved, moving out from your parent's house into your own first place, getting…
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How Are We Doing
Well, if I had a hair back for all the times I've heard that, I would still have my Beatle cut! Everyone wants to know how they're doing, did I save enough, my next door neighbor said I should have had a zillion dollars saved by this age, and about the penny stock that went…
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The Goal Of Wealth Accumulation
As we go through life, we are taught to save. From a simple savings account to our 401(k) or pension plan, our goal of saving is to accumulate wealth for a goal to be attained later in life. Some goals are small: a TV , stereo or a computer. Some may be a bit bigger:…
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Recent Comments by Neal
- February 16, 2010 on Long Term Care Insurance Components