RETIREMENT PLANNING WORKSHEET How much do you think you’ll have to save in order to live comfortably in retirement? This worksheet will help you estimate a goal amount. Although it doesn’t take into account any unforeseen setbacks, it does provide insight into how much you may need to save to retire according to your preferences. … Read more
JUST LISTED IN RANCHO BERNARDO 2 BED | 2 BA | 1126 ESF Beautiful turn-key, single level end unit in the heart of Rancho Bernardo! This home has been upgraded and updated throughout. The kitchen has new white cabinets, white quartz counters, new stainless appliances including a gas range. The bathrooms feature new vanities, new … Read more
MAKE YOUR MONEY WORK FOR YOU A big part of building wealth is knowing how to put your money to work. This report gives you some information on the different types of investments that are out there. I can also offer you a referral to a financial pro in my referral network to help you … Read more
RETIREMENT GOALS: INFORMATION AND WORKSHEET How much do you think you’ll have to save in order to live comfortably in retirement? This report provides a worksheet to help you estimate a goal amount. Although it doesn’t take into account any unforeseen setbacks, it does provide insight into how much you may need to save to … Read more
BABY BOOMERS ARE ON THE MOVE According to a Merrill Lynch study, “an estimated 4.2 million retirees moved into a new home last year alone.” Two-thirds of retirees say that they are likely to move at least once during retirement. As one participant in the study stated: “In retirement, you have the chance to live … Read more