You’d think this article would be about money, and a lot of it is. But what it’s really about is the same thing the holidays are about: happiness. You budget for the holidays not because having more money makes the holidays happier, but because spending more than you should, or more than you have or than you wanted to, makes the holidays less happy.
Here's how to keep it all together.
Your Money Radio Show
You budget for the holidays not because having more money makes the holidays happier, but because spending more than you have makes the holidays less happy. On this week’s “Your Money” radio show, Bruce Helmer and Peg Webb show you how to keep it all under control.
News & Media
"Advisers Say Many Clients Unrealistic About Retirement" Wall Street Journal article featuring Bruce Helmer
For clients who think they're well on their way to a fully funded retirement, financial advisers say, think again, there's a good chance you're not saving enough.
Bruce Helmer offers his take on why it's important to understand 3 phases of retirement planning: accumulation, income distribution and legacy planning. Read on to learn more.
Featured Newsletter Article
While they may be unpleasant to think about, the statistics are worth considering. The Department of Health and Human Services says that 70% of people turning age 65 can expect to use some form of long-term care during their lives.