Check Your Balances

Is the Financial Plan Too Focused on Retirement?


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Does the average financial plan have "retirement tunnel vision," with a focus on pouring every spare dollar into your retirement accounts. We're all told to save for the future, but what happens when that focus makes us 'house poor' or 'life poor' today? Big goals like buying a home, funding college, or starting a business can't always wait until you're 65. Is it possible to be too focused on saving for your golden years?


#retirement #financialplanning #balance

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Check Your BalancesBy Ross Anderson, CFP® and Daniel Messeca, CFP®

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