Many retirees today are redefining the “golden years.” Forget about endless days of leisure. Retirees seek adventure, travel, and new business pursuits. While these changes may redefine retirement, will retirees be able to finance their plans? Today, many people age 50 and older have not begun to save for retirement or have yet to accumulate sufficient funds.
In Marin County investment planning, we view goals as life’s destinations, whether it is where you want to be at the end of the day or at some point in the distant future.
As time goes by, planning for a child’s college education is more challenging than ever before. The saving or investing method you choose will depend on your child’s age, as well as your financial resources. Other considerations, such as your preference for public or private schooling, and your eligibility for financial aid, may also play a role.
The spring ritual of high school graduations is here. But graduates and their parents often are poorly prepared to meet the practicalities of the youngsters’ sudden entry into adulthood, from making medical decisions to choosing what to study. How should parents and their offspring get ready for the transition?