Last week Jim and Cathlyn covered the basics of a comprehensive financial plan. In order to answer inquiries about different portions of the plan, this week Jim and Cathlyn will focus in on some common goals many people have, and help walk you through financial strategies to achieve those goals. Each specific spending/savings/investment goal has its own unique timeframe, expectations, and unknowns. Thus the savings and investment solution for each goal needs to be specific to that goal. The guest this week is Yolanda York, Social Security Public Affairs Director for San Diego County. Yolanda discusses updates to Social Security benefits, including a cost of living adjustment for 2014.
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