Posts tagged wise financial decisions
Your "Someday Maybe" List
Your "Someday Maybe" List

Values and goals are different for each family. And when trying to balance competing priorities of saving vs. spending, it is challenging to get it right. You may wonder how much to save per paycheck or if there’s a savings rule of thumb by age.

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New + Noteworthy, FoundationDeb MeyerWorthyNest LLCwise financial decisions, living for today, saving for tomorrow, spending, saving, spending vs saving, competing priorities, retirement, how much to save per paycheck, savings rule of thumb by age, ideal savings rate, paying for private school, student loans, starting a new business, family financial planning, values, goals, generosity, simplicity, adventure, dreams beyond reach, fear of the unknown, someday maybe, survival modeComment
How Much is Enough?
How Much is Enough?

What is “enough” in financial terms? Is it a million dollars? $3 million? More?

Clients frequently ask me how much money they need to comfortably retire. Even as a CFP® with over fifteen years of experience, I can never give them a blanket response. There are a variety of quantitative and qualitative factors to consider.

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New + Noteworthy, LegacyDeb MeyerRedefining Family Wealthenough, millionaire, retire, retirement, retirement plan, savings, financial milestone, financial success, frugality, credit card balance, budget, spender, saver, independence, financial independence, handouts, generosity, stewardship, wealth-building, wealthy, build wealth, giving, marriage, dual income, career change, financial tension, AFCPE, white privilege, wise financial decisionsComment