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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.

Preface

Acknowledgments

Introduction

Preface

Acknowledgments

Introduction

PART ONE: WHAT IS ENOUGH?

　CHAPTER 1 Your Money and Your Life

　　The Attitude Quiz

　　How Did You Score?

　　Two Attitudes, One Family

　　Attitudes versus Preferences

　　Money Myths

　CHAPTER 2 Where It Goes

　　Tracking Your Cash Flow

　　Cash Flow Statement

　　Calculating the Future

　　Personal Balance Sheet

　CHAPTER 3 What You Want

　　What Do You Want, Anyway?

　　Wish List

　　Wish List Times Two

　　Wish List Favorites

　　Yearly Goals

　　How to Set Your Yearly Goals

　CHAPTER 4 What's Enough for You--The Magic Number

　　Crunching the Numbers

　　Projecting for Retirement

　　What Your Enough Number Means

　　If You're on Track

　　If You're Not on Track

PART TWO: GETTING ENOUGH

　CHAPTER 5 Getting on Track

　　Needs versus Wants

　　Budgeting-I'll Try to Be Gentle

　　The 10 Percent Rule

　　Finding the Money to Save

　　If You've Cut All You Can and It's Still Not Enough

　CHAPTER 6 Finding Financial Advice

　　Finding a Good Financial Adviser

　　Trust, Two Ways

　　Your Risk Profile

　　It Is What You Know

　CHAPTER 7 HOW to Make Your Money Grow

　　Loaners

　　Owners

　　Three Rewarding Investment Strategies

　　Owner Investments: The Basics

　　Some Rules for Investing

　CHAPTER 8 Retirement Plans

　　Individual Retirement Accounts (IRAs)

　　401 (k) Plans and Company-Sponsored Retirement Plans

　　Employer Pension Plans

　　Roth IRA Accounts

　　Borrowing for Your IRA

　　Contributing Early

　　IRAs and Kids

　　Education Saving Accounts and 529 Plans

　　Saving Outside the Government Plans

　Chapter 9 Ages and Stages

　Chapter 10 The Entrepreneurial Option

　Chapter 11 I’ve Got Enough—Now What?

　Chapter 12 Estate Planning

　Chapter 13 Twenty Thoughts to Help You Stay on Track

Appendix A Registered Plans (Canada)

Appendix B I’ve Got Enough—Now What? (Canada)

Appendix C Estate Planning (Canada)

Notes

Financial Planning Professional Designations

About the Author

Index

DIANE McCURDY, CFP, is an experienced financial planner with more than twenty-five years of experience working with clients. She began by starting her own insurance agency, which expanded over time. McCurdy is now an elder planning counselor as well a

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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.