Nothing is neutral. Every decision we make and every action we take moves us closer to success or failure.

Posts Tagged ‘retirement’


Financial planning 101

Having a financial plan in place can help you prioritize multiple financial goals, such as retirement, saving for a home, or paying for a child’s education. It can also help put you on the road to reaching them, as Vanguard’s Stephani Smith explains in this Plain Talk on Investing™ video. For more information on saving [...]

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A Look at Funding Your Retirement

University of Vermont Transferring the Farm Video Series: Retirement Duration : 0:5:39 Recommended ReadingFinancial Retirement Planning, A First LookWillsFlorida: Preparing for the New Federal Estate TaxWills and TrustsEdible Estate Home Forest Garden Homesteading Surburban Residential Home. Lawns to food SFGSuccession Planning Blueprint (ebook) Technorati Tags: agriculture, Estate Planning, farm transfer, retirement

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CFP Board’s Financial Planning Clinic – Boston, 2007

On August 4, 2007, hundreds of Boston-area residents gathered at CFP Board’s free Financial Planning Clinic to meet one-on-one with over a hundred volunteer CERTIFIED FINANCIAL PLANNER™ professionals to discuss their personal finance questions, concerns and interests free of charge, with no strings attached Duration : 0:6:39 Recommended ReadingFinancial Retirement Planning, A First LookWho is [...]

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Planning for Retirement vs Planning for Old Age

Financial planning, as is obvious from the name of the profession, is directed toward the future. One important aspect of a financial planner’s work is “retirement planning”—helping clients invest and manage their funds to make sure they will have enough resources to take care of themselves in their later years. Rick Kahler, CFP, resides in [...]

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David Purcell, Purcell & Amen, L.L.C.

Our firm is dedicated to providing you with quality financial and estate planning resources, so you can become familiar with all of the existing options. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with [...]

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