I received a number of inquiries regarding my comment highlighted below in green.
- The reason I said, “…I am working on ALL of them except #3 & #4…” is because I was able to achieve #3 — maxing out on retirement contributions to a 401k and IRA — long ago in my late 20’s. Being able to achieve this goal was often at great sacrifice involving less leisure travel, not owning car for the first 10 years after college, and choosing small (VERY small – and cheaper) apartments in New York City. I have remained committed to maxing out my retirement contributions over the years into the present and I pass along this advice to “max out” at every appropriate opportunity.
Continue reading “Hawaii 5-0: A Clarification”
Turning the “Big 5-0” is something that can be celebrated or dreaded. For me, I chose celebration — in Hawaii just recently! I truly believe that life keeps getting better with the turning of every year. Perhaps someday the experience will change, but so far so good.
Various milestones whether it be reaching a certain age, job position (change/ promotion/ retirement), family stature (marriage/ parent/ grandparent), or even sporting achievements…deserve to be recognized. Then, along with recognition comes reflection. Of course, for me, having chosen to manage peoples’ financial lives as a profession, reflecting a great deal on the future comes naturally. My husband may even say that I drive him nuts “reflecting” on the things we need to be doing today and over the next 10-15 years to make retirement a reality. Continue reading “Hawaii 5-0”