More of us are living in a new reality. One in which we are working and caring for our own families while simultaneously facing the needs of aging parents. It is not uncommon that our older adult parents have simply "fallen" into their retirement without a real plan. Many became retirement

Center for Financial Planning, Inc.

23.04.2025

What Financial Planning Really Means for You and Your Family — Center for Financial Planning, Inc.

Let me start by telling you what financial planning is not. Financial Planning is not one-size-fits-all. It’s not only for the wealthy. It’s not a one-and-done exercise. And it’s certainly not just about creating a budget or calculating your net worth. Comprehensive financial planning is deeply ho

Center for Financial Planning, Inc.

30.04.2025

How to Measure Your Financial Health Before Retirement — Center for Financial Planning, Inc.

Retirement can be one of life's most exciting milestones, but achieving it successfully requires careful planning and preparation. Whether you're a few years away from retirement, just starting to think about it, or already have a determined retirement date approaching, it's essential to ev

Center for Financial Planning, Inc.

07.05.2025

The Power of Working Longer — Center for Financial Planning, Inc.

Saving 1% more towards retirement for the final 10 years of one’s career has the same impact as working one month longer. Yes, you heard that correctly. Saving 15% in your 401k instead of 14% for the 10 years leading up to retirement has the same impact as delaying retirement by only 30 days! Hard t

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Helping Aging Parents: Financial Planning for Longevity — Center for Financial Planning, Inc.

What Financial Planning Really Means for You and Your Family — Center for Financial Planning, Inc.

How to Measure Your Financial Health Before Retirement — Center for Financial Planning, Inc.

The Power of Working Longer — Center for Financial Planning, Inc.

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