Solid commitment to designing personalized financial programs by uncovering “How Much is Enough?”. We believe in a diversified approach and conservative strategies that maximize overall return.
A top financial planner for 25 years, Diane wrote How Much Is Enough? to address the questions, confusions and insecurities about money that she’s seen time after time in her office.
Keep track of all of your expenses for at least one month, preferably three months. You can download this form as a guide.
These days, online scammers are finding more and more creative ways to try and get at your hard earned money or personal information.
That annual vacation isn’t a right; it’s a luxury. Financial planner Diane McCurdy offers some simple ways to break the costly “vacation entitlement” habit—and start…
Is your holiday spending out of control? How about your stress level? Financial planner Diane McCurdy offers some smart suggestions for reeling both back in.
Financial planner and author Diane McCurdy says spenders and savers don’ t have to end up in divorce court. All it takes is a touch of soul-searching, a dash of compromise . . . and a budget that allows for fun and retirement.
Where did your money go last year? Did you buy a shiny new car? The latest and greatest flat screen TV? Restaurant lunches every day…
One of the biggest questions surrounding retirement is “How much is enough”? Opinions on the “right” amount can vary and many people feel overwhelmed and…