How Much Is Enough?

How Much Is Enough?

Balancing Today's Needs With Tomorrow's Retirement Goals

Book - 2013
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WILEY
The numerical and emotional aspects of planning for retirement

This hands-on resource demystifies financial planning by giving the Enough number: an exact figure specific to personal goals, which can be a target number to aim for in retirement. It shows what changes will help to achieve the number, and offers an understanding of hidden motivations when it comes to spending money. It also provides an overview of the multitudes of investments available and provides conservative guidelines that will help make money, save taxes, and sleep at night.

  • Offers a clear understanding of the different attitudes toward money and includes strategies to achieve goals
  • Includes the tools needed to save for later and enjoy rewards today
  • Contains a method for tracking money to help get your finances where you want them to be
  • Covers the details of what it takes to work effectively with a financial advisor
  • Written by Diane McCurdy, a noted financial planner, speaker, author, and founder of McCurdy Financial Planning

This hands-on guide walks you through a proven program that is designed to keep you on the right track to financial success.



Baker & Taylor
The numerical and emotional aspects of planning for retirement. This hands-on resource demystifies financial planning by giving the Enough number: an exact figure specific to personal goals, which can be a target number to aim for in retirement. It showswhat changes will help to achieve the number, and offers an understanding of hidden motivations when it comes to spending money. It also provides an overview of the multitudes of investments available and provides conservative guidelines that will help make money, save taxes, and sleep at night. Offers a clear understanding of the different attitudes toward money and includes strategies to achieve goals. Includes the tools needed to save for later and enjoy rewards today. Contains a method for tracking money to help get your finances where you want them to be. Covers the details of what it takes to work effectively with a financial advisor. This hands-on guide walks you through a proven program that is designed to keep you on the right track to financialsuccess.

Publisher: Hoboken, N.J. : John Wiley & Sons, c2013
Edition: 3rd ed
Description: xi, 259 p. : ill. ; 23 cm
ISBN: 9781118493632
Branch Call Number: 332.024014 McC

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a
ayh
Oct 07, 2015

I greatly appreciated that the book asks the question, "how much is enough?". This book is easy-to-read in content and layout and gave me some new ideas!

h
HandyFellow
May 09, 2015

A pretty light read, that's not really exceptional, but at the same time not really terrible. The word 'beige' kept springing to mind as I thumbed through her uninspired 248 pager. 'Tips' to help the reader budget and 'tips' to help invest, seem like they came more from a well meaning aunt than a 'financial planner'. I'm sure she books solid dates on speaking tours, but there are much better books out there; 'Retirement Rocks', and 'How to Retire Happy, Wild, and Free' are a couple. This particular author leaves me only with a feeling of 'meh'.

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