Blog | JourneyTree Financial Planning & Investments

Mapping the Future

February 18, 2014

Do any of these questions sound familiar? When can I afford to retire? What would a transition from full-time employment to part-time employment or consulting look like? Can I afford to reduce my hours to be a regular provider of care to my grandchildren? To my aging parent? Should I take Social Security at age 62, 65, 70, or full retirement age? When should my spouse take Social Security? How would my decisions for Social Security and other pension income…

The Happiness Project

October 29, 2013

Investing

With its bright blue cover, Gretchen Rubin’s The Happiness Project caught my eye as I was looking for something to read on the flight back to Oregon after a summer business trip to North Carolina. Maybe there are a couple of practical insights I could benefit from I thought. Rubin said she realized that “Time is passing and I’m not focusing enough on the things that really matter.” So she decided to undertake a year-long adventure exploring what makes us…