The AP tells us that the US economy shrank at a record-breaking 33% rate last quarter. It feels like the national economy keeps taking 1 step forward… and 2 steps back…. And there’s no way we can control that.  So how do we make sure our personal economy is moving in the right direction, despite these wavering headlines?

How much money would it take to consider yourself “financially comfortable”?  According to a new Charles Schwab survey, the magic number is $655 thousand.  But here’s the interesting thing:  They did this same survey back in January and the “financially comfortable” figure then was more than $900 thousand!  I’m a little surprised that our comfort level seems to move up-or-down, depending upon what the economy is doing – what do you make of this?

Contact Rod and his team today for a Complimentary Portfolio Review! This is a great time to make sure you're on the right track with your financial planning, creating that income plan, filling those buckets of money and correcting any mistakes that may be found. Call today!