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How Much Is Enough Balancing Today's Needs with Tomorrow's Retirement Goals

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How Much Is Enough Balancing Today's Needs with Tomorrow's Retirement Goals
Diane McCurdy
Manufacturer: Wiley
ProductGroup: Book
Binding: Paperback

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ASIN: 0471738719

Book Description

Questions concerning retirement savings abound, but the one question on everyone’s mind is, "How much is enough to provide for the type of retirement I want?" How Much Is Enough? provides the answer by helping readers build a customized plan. Author and financial planning expert Diane McCurdy clearly explains how to save on taxes and invest wisely, so that readers can find the money they need to reach their retirement goals. Readers will also learn how to comfortably work with financial advisors and manage the investments needed for retirement. Filled with in-depth insight and practical advice, How Much Is Enough? is a refreshing approach to defining retirement goals and building a personalized plan to reach them.

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Questions concerning retirement savings abound, but the one question on everyone's mind is, ""How much is enough to provide for the type of retirement I want?"" How Much Is Enough? provides the answer by helping readers build a customized plan. Author and financial planning expert Diane McCurdy clearly explains how to save on taxes and invest wisely, so that readers can find the money they need to reach their retirement goals. Readers will also learn how to comfortably work with financial advisors and manage the investments needed for retirement. Filled with in-depth insight and practical advice, How Much Is Enough? is a refreshing approach to defining retirement goals and building a personalized plan to reach them.

Customer Reviews:

Is Your "Money Attitude" Putting You at Risk?.......2006-09-25

As a CPA and attorney whose practice is devoted to addressing clients' retirement and estate planning needs I especially liked that Diane McCurdy's How Much is Enough: Balancing Today's Needs with Tomorrow's Retirement Goals helps readers figure out their "money attitude." For instance, are you a spender or a saver? Once you understand your own spending patterns and habits you can take steps to avoid the financial pitfalls common to each attitude. Perhaps the most important benefit of the book is that it helps readers choose their "Enough Number"--the amount that will be "Enough" for them after they retire. And she doesn't forget to factor in all of those things that concern us the most, like how we will afford those special luxuries on our retirement wish lists. Great job Diane! I will definitely be recommending How Much is Enough to my clients.

James Lange, CPA/Attorney and author of Retire Secure! Pay Taxes Later: The Key to Making Your Money Last as Long as You Do

Now VS Later.......2006-08-26

I'm part of the baby boomer generation and as we near retirement age, we worry. Have we lived too extravagantly and not planned and saved enough for retirement?
That's what this book is all about. McCurdy reminds us that it's never a good idea to go into debt unnecessarily. She recommends finding inexpensive ways to treat yourself and saving up for the big things. Too many people that I know have indulged themselves with fancy cars and exotic vacations without thought for the future. Here's a book that will help balance out current needs (and desires) while helping plan for retirement.

"Money Personality" A Useful Tool In Financial Planning.......2005-10-06

As a financial advisor, I recommend this book to clients who need a good overview of money management and retirement planning. There are lots of books on specific types of investing, but this one is different. It's a comprehensive tool that gives clients a better understanding of what we're doing and enables them to ask more pertinent questions. The "money personality" aspect is a very useful device in helping people understand why they use money the way they do. My clients report that the book is very motivating too.

Peter C. Browne, LUTCF

Understanding the Key Elements to Financail Independence.......2005-10-05

I was very pleased with this book. It address the big issues and stays on the high ground instead of getting into all the technical details. I found it very empowering and just the right mix of stories to drive the key points home.

Mark from Texas .......2005-10-05

Diane takes complicated subject matters down to the basics for all of us, and does it beautifully. This is a must read for the responsible person desiring financial fulfillment and freedom. A retirement nest egg should start immediately, and Diane explains the various choices in one the most user friendly formats I've seen in a long time. Once we understand ourselves, our wants and needs, then the financial trappings/battles can be overcome and won. She does a masterful job in helping us identify who we really are.

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