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Better Financial Education
How we see personal finance depends on what you want to do with your money and time. Our job is to help you become efficient and effective with both. Below is how you and I view money through the lens of what you are trying to do with it. Everyone sees money differently, so the first thing is to be sure we understand you by narrowing the examples below to just those that are important to you. The fundatmental question we help you answer: How do you accumulate, manage and ultimately live on your hard earned resources over your lifetime? Many Americans are increasingly worried about being able to enjoy a reliable income stream in retirement. Especially with volatile markets, this is a real concern for anyone approaching or in retirement. Rising health costs, increasing longevity and potential tax increases just add to the worry and uncertainty. Investors should recognize that retirement income is a dynamic and ongoing process and thus should have appropriate rules in place to make proper decisions as economic and market changes occur. In addition, retirement income should be planned in reverse without attempting to make forward predictions. Wealth is not about being rich. Instead, it is having sufficient assets, combined with Social Security (and pension if you have one), to sustain your current standard of living. Better Financial Education shows you how to integrate Retirement Income, Retirement Withdrawals and Retirement Planning in general into your overall financial plan. Better Financial Education is located in Roseville, California, 95678 and encompases the greater Sacramento region including Rocklin, California, 95765 and Granite Bay, California, 95746.
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