Personal Story … My 102 Year Old Grandmother

We talk of long-term planning and often times it takes an event to remind just what LONG TERM means.

Retirement Planning for the long-term

Thanks to all you for the condolences and understanding as I have been on the road due to the passing of my 102 year old grandmother. She lived a very happy life and remained in her home alone until age 95 and she is in a better place now, with all family agreeing.Long Term

Yes, 95 … When we complete retirement planning and analysis, especially for the young retirees … this is one of the reasons we are very conservative. Who knows how long we may be fortunate to live … I hope for all of us, healthy and happy and VERY long.

Being conservative for life, economic, and world disruptions and interruptions has served us very well. Often times it takes a personal reminder to re-emphasize our posture. Thanks Again !

John A. Kvale CFA, CFP
8222 Douglas Ave # 590
Dallas, TX 75225

Filed under: Investing/Financial Planning, John Kvale, Personal Tagged: Conservative, Long Term, Retirement Planning

About the author

John Kvale

John A. Kvale CFA, CFP, is the founder of J.K. Financial, Inc. and with 22 years of industry experience is currently the president of J.K.Financial, a fee only financial planning and wealth management firm. J.K. Financial specializes in wealth management, adhering to unique approaches to investing in the capital markets. The company has a global presence, serving individual and institutional clients across the United States as well as several foreign countries.

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