How Much Is Enough Balancing Today's Needs with Tomorrow's Retirement Goals [Paperback]

Diane McCurdy (Author)

Book Description

Publication Date: September 5, 2005

Questions concerning retirement savings abound, but the one question on everyone’s mind is, "How much is enough to provide for the type of retirement I want?" How Much Is Enough? provides the answer by helping readers build a customized plan. Author and financial planning expert Diane McCurdy clearly explains how to save on taxes and invest wisely, so that readers can find the money they need to reach their retirement goals. Readers will also learn how to comfortably work with financial advisors and manage the investments needed for retirement. Filled with in-depth insight and practical advice, How Much Is Enough? is a refreshing approach to defining retirement goals and building a personalized plan to reach them.

Editorial Reviews

From the Back Cover

Praise for How Much Is Enough?

"How Much Is Enough? gives you a practical, goal-oriented approach to looking ahead and working through your finances. The result is a non–anxiety producing method that works and sticks . . . you'd be nuts not to take advantage of it."
—Josh Gordon, bestselling author of Selling 2.0

"A great book about protecting your retirement funds and your future."
—Frank W. Abagnale, bestselling author of Catch Me If You Can "The most straightforward, easy-to-understand book I have ever read on financial planning. A must-read for anyone interested in a secure financial future."
—Richard H. Sullenger, The Sullenger Financial Group

"A useful guide to making your money grow—simply written, well thought out, and right to the point."
—Peter C. Newman, author and columnist for Maclean's magazine

"The attitude quiz alone is valuable. It not only helps you achieve a clear understanding about where you are and where you need to go financially—but personally too."
—Jeff Dowle, Executive Vice President, HSBC Bank

About the Author

DIANE McCURDY, CFP, is an experienced financial planner with more than twenty-five years of experience working with clients. She began by starting her own insurance agency, which expanded over time. McCurdy is now an elder planning counselor as well as a Certified Financial Planner. She is a member of the Million Dollar Round Table, a group of the top 30,000 insurance and financial service professionals from sixty-one countries. McCurdy has appeared frequently on TV and radio in Canada and more recently has been speaking to groups in the United States and elsewhere.

Product Details

• Paperback: 272 pages
• Publisher: Wiley; 1 edition (September 5, 2005)
• Language: English
• ISBN-10: 0471738719
• ISBN-13: 978-0471738718
• Product Dimensions: 9 x 6 x 0.8 inches
• Shipping Weight: 12 ounces (View shipping rates and policies)
• Average Customer Review: 4.5 out of 5 stars  See all reviews (8 customer reviews)
• Amazon Best Sellers Rank: #1,719,311 in Books (See Top 100 in Books)

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Customer Reviews

Most Helpful Customer Reviews

5 of 5 people found the following review helpful:

5.0 out of 5 stars Is Your "Money Attitude" Putting You at Risk?, September 25, 2006

By 

James Lange (Pittsburgh, PA) - See all my reviews
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This review is from: How Much Is Enough Balancing Today's Needs with Tomorrow's Retirement Goals (Paperback)

As a CPA and attorney whose practice is devoted to addressing clients' retirement and estate planning needs I especially liked that Diane McCurdy's How Much is Enough: Balancing Today's Needs with Tomorrow's Retirement Goals helps readers figure out their "money attitude." For instance, are you a spender or a saver? Once you understand your own spending patterns and habits you can take steps to avoid the financial pitfalls common to each attitude. Perhaps the most important benefit of the book is that it helps readers choose their "Enough Number"--the amount that will be "Enough" for them after they retire. And she doesn't forget to factor in all of those things that concern us the most, like how we will afford those special luxuries on our retirement wish lists. Great job Diane! I will definitely be recommending How Much is Enough to my clients.

James Lange, CPA/Attorney and author of Retire Secure! Pay Taxes Later: The Key to Making Your Money Last as Long as You Do

4 of 4 people found the following review helpful:

5.0 out of 5 stars "Money Personality" A Useful Tool In Financial Planning, October 6, 2005

By 

Peter C. Browne - See all my reviews
(REAL NAME)   

This review is from: How Much Is Enough Balancing Today's Needs with Tomorrow's Retirement Goals (Paperback)

As a financial advisor, I recommend this book to clients who need a good overview of money management and retirement planning. There are lots of books on specific types of investing, but this one is different. It's a comprehensive tool that gives clients a better understanding of what we're doing and enables them to ask more pertinent questions. The "money personality" aspect is a very useful device in helping people understand why they use money the way they do. My clients report that the book is very motivating too.

Peter C. Browne, LUTCF

4 of 4 people found the following review helpful:

5.0 out of 5 stars Understanding the Key Elements to Financail Independence, October 5, 2005

By 

Buddy (Wisconsin) - See all my reviews

This review is from: How Much Is Enough Balancing Today's Needs with Tomorrow's Retirement Goals (Paperback)

I was very pleased with this book. It address the big issues and stays on the high ground instead of getting into all the technical details. I found it very empowering and just the right mix of stories to drive the key points home.