An article by David John Marotta was featured in the latest Nov/Dec 2011 issue of NAPFA Planning Perspectives.
This issue of NAPFA Planning Perspectives shares some ideas from NAPFA members about how a balanced approach to savings, investments, and money management can help us reach our goals.
In the final article in this issue, NAPFA member and newspaper columnist David John Marotta, AAMS®, AIF® CFP®, uses an analogy of savings to fill a cistern. Marotta explains how combing through a tax return can help us understand where our money is going and how much we spend to maintain our lifestyle. With that knowledge, a plan for maintaining that lifestyle in retirement can be developed.
Planning Perspectives, NAPFA’s free quarterly e-newsletter, shares short educational articles submitted by NAPFA members. Subscribe here to receive future issues. Each quarter NAPFA will email you a link to the latest issue. NAPFA will never share your email address with anyone! You have the option to unsubscribe at anytime.