Success

FEBRUARY 13, 2024

In this article, we’ll go over examples of some long-term financial goals, as well as some tips to help you get started. Save for retirement Expected time: 10-35 years Account types: Retirement plans including IRAs, 401(k)s and pensions Planning for retirement is one of the most common long-term financial goals.

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Success

DECEMBER 21, 2022

We got wide-ranging answers, anecdotes and tips. If you don’t know how, buy a book on starting a business and read it, or check the internet for tips. I want my financial future to be bright and to have no worries when I’m older and ready to retire. Cut up credit cards. Are you energized by this prospect?

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Musings of a High-Level Executive Assistant

NOVEMBER 1, 2012

I believe you can raise a family on an EA salary whether alone or with a significant other. Here are some money management tips I've learned over the years that may help you. You should have 3 savings accounts - retirement, rainy day, and emergency. Retirement is your 401k, CDs, cash, etc. So the short answer is yes.

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Success

JANUARY 8, 2022

My new career was straight commission—zero salary. When Jim came into my office at age 52 to see about retiring early, I was surprised. I fully expected to inform Jim and Sue they couldn’t retire early only to discover they were multimillionaires. In my first year out of college, I was in commercial real estate.

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