Posts

Will That Investment in Your Child’s Business Endanger Your Retirement?

Your son or daughter just asked you for a short-term loan to help them start a business. If everything goes well, they will pay you back with interest in a few years. But what if they never pay you back? How much will it impact your ability to enjoy your retirement?

Savings and Retirement Projections

A new user recently told me a story about how he used RazorPlan during a recent appointment to win a new client. Here’s the story…