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How Do You Know When You Have Enough Money?

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“How do you know when you have enough money?” –This is the title of a program I am presenting this Thursday, September 23, at noon for the Take a Business Break series at the East Brunswick Public Library. The program is free, open to the public and will be on Zoom. You can register online here.

I will be offering ways to know if you have enough money and will cover people of all ages, from individuals starting their careers to those that are long retired.

Saving and investing is a virtue, but some people take risks greater than they should and accumulate more than they need, while others try to avoid all risks and end up not attaining what they need. “Having enough” is different for each person and this program will help you define what “enough” is for you. While there is no cookie-cutter recipe that everyone should follow, there are some basic rules that everyone should understand and consider no matter how risk-averse or aware they are.

The program will have a self-test of susceptibility to investment risk, show why some things “everyone” believes are totally wrong and how you can know if you’ve won your personal lottery. Also covered will be “proof” how most people that consider themselves risk-averse make substantial risky bets against themselves.

For those who do not know me, Ed Mendlowitz, I am a CPA and Emeritus Partner at Withum. I am credentialed as a personal financial specialist by the AICPA and am one of Accounting Today’s Top 100 Most Influential People; and am the author of 29 books, an adjunct MBA professor at Fairleigh Dickinson University and a lecturer at Baruch College, my alma mater, am admitted to practice before the United States Tax Court and have testified twice at the House Ways and Means Committee on tax policy, equity and reform. I have also been presenting financial planning programs to the public for over 40 years.

Register for the Free Program

If you have any tax, business, financial, leadership or management issues you want to discuss please do not hesitate to contact me at emendlowitz@withum.com.

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