The Company
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.
The Book
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.
Your Net Worth
Keep track of all of your expenses for at least one month, preferably three months. You can download this form as a guide.
The Latest from Our Blog
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Warning Regarding Scams
These days, online scammers are finding more and more creative ways to try and get at your hard earned money or personal information.
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Life, Liberty, the Pursuit of Happiness… and Summer Vacation?
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…
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The Spender/Saver Marriage: Seven Tips For Keeping It Together ’Til Death Do You Part.
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.
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How Much Is Enough? Balancing Today’s Needs with Tomorrow’s Retirement Goals
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…
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Twenty Key Strategies for Making Enough
Peace of mind is your reward for following the How Much Is Enough? program. If you’re on track for your Enough Number, enjoy today’s pleasures…
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I’ll be forced to retire in ten years, but I only have a few thousand put away. If I start saving like mad now, will I have enough?
How much is enough in retirement depends entirely on the individual. Use the Retirement Savings Calculator to determine your own Enough Number. You can see…