5 Financial Planning Problems

financial-planning-problems

If you are nearing your retirement years or if you are already retired, you should be aware of financial planning problems that present challenges for a comfortable retirement. None of us know how long we’ll live so there’s always the chance that we’ll out live our money. We also can’t forecast our eventual expenses including…

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Financial Planning Benefits and Securing Your Future

Financial Planning

You are on the right financial track; you have an emergency fund, a retirement account, and home equity. The reality is that even with a solid foundation, there can be some uncertainty about financial stability over the long-term. Fortunately, financial planning can help take care of that uncertainty. Hiring a professional to identify your needs…

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Investment Management Techniques

Investment Management

You’ve worked hard through your career, setting aside money for savings and investments. Now that you have funds in the bank, the next step is to grow your wealth through investments to prepare for your future. With current low interest rates on savings, cash simply kept in the bank will lose value to inflation. However,…

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I could have been a Contender….

MultiGen Wealth Services Fights for you

Recently, I was reading CNBC and they posted a question & poll: “CNBC First 25: Leaders, Icons and Rebels” This is being positioned as “Who Mattered and Who Didn’t” wow, what an interesting question. What CNBC has done, is listed 200 influential men and women, along with links to their profiles and they are asking…

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Debt & Spending

Since our Government is currently closed for business due to the debate on debt & spending, thought we should post this video.

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Life in a Box?

We provide clarity and purpose to help you make informed decisions.

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September Tips for Busy Families by MultiGen Wealth Services

September is traditionally a busy but very productive month, summer vacations are over and families are getting back to work, back to school and back on track to complete all of those action items outlined during the year. Here are a few Tips to make your September even more productive. The family meeting: A weekly…

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What’s your Number?

There has been an ongoing discussion for a number of years, the discussion has been driving with the idea that each family or person should know how much they need in order to retire. Seems simple enough…. You work for 30 years have your number saved; pay off the home loan and bingo you retire…

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