Financial Planning
Financial Planning
It means different things to different people. It can take many forms, and it can be limited (“I need a will”, “I need budget work”, “I need a term life policy”) or quite comprehensive (“I need a retirement income and tax plan”, “I need an estate plan”).
- Tax planning
- Income vs. expenses- budget work
- Debt reduction and management
- Estate planning
- College planning
- Asset protection planning
- Retirement income planning
- Asset management
- Risk management/insurance planning
- Inflation hedging/planning
Budget Planning
A basic but important component of retirement and financial planning is ....
Inflation Planning
Historically, the dollar (and all fiat paper currency) loses value over ...
Retirement Income Planning
A critical subset of financial planning is retirement planning, and a critical...
Sequence of Returns Risk
The five years before you retire, and the first 5 years in retirement are…