Tag Archives for " life planning "

Four Reasons You Must Have a Life Plan

September 2, 2014
/ Personal Development
/ By Take a Smart Step Staff

Many of my clients don’t think that the life planning part of financial coaching is necessary. Instead they want to rush in and figure out how to make progress with their money. Yet

4 Percent Rule: How to Know if it is Right for You and Your Money?

October 15, 2013
/ Investing Retirement
/ By Take a Smart Step Staff
/ 4 COMMENTS

When planning for retirement there are many generalized rules that you might stumble across. One of those rules is the 4% withdrawal rule. What this basically says is that in your first year of retirement