Financial and Life Planning
If we Boomers are re-inventing life after 50, then we're probably going to re-invent financial planning. I think the emphasis will be on "life planning," as in "What do I want to be when I really grow up?" Or at least, what do I want to do with my time? What are my dreams and can I afford to live them?
If you're like me, you have lots of dreams - places to visit, languages to learn, gardens to cultivate, rooms to redecorate and workshops to attend. You'd probably like to help your loved ones (we have a daughter's wedding to pay for this year!) and give back to your community. Is there a way to do it all?
Even though my husband is a Certified Financial Planner, all of this is not a piece of cake! But Mark knows more than most, so I thought I'd ask him a few money questions. Here's what he had to say. (runs 3:15)
If you're like me, you have lots of dreams - places to visit, languages to learn, gardens to cultivate, rooms to redecorate and workshops to attend. You'd probably like to help your loved ones (we have a daughter's wedding to pay for this year!) and give back to your community. Is there a way to do it all?
Even though my husband is a Certified Financial Planner, all of this is not a piece of cake! But Mark knows more than most, so I thought I'd ask him a few money questions. Here's what he had to say. (runs 3:15)
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Tom
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