by Keythe Aguilar, CFP. The planning process is a series of steps, when taken in sequence, may help the client reach their goals. Defining that goal is the challenge. I really believe people are so conditioned to think in terms of how much money they have at retirement that they miss connecting with their own […]
People spend more than 30 years saving for retirement. That vision of retirement frees them to spend time traveling, or pursuing a second career or favorite hobby, time with family and other personal pastimes. What most people don’t realize is that it’s not just about saving money to be set up for a happy and […]
