Wealth Trajectory

SAFE WITHDRAWAL RATE … income for LIFE

The November 2017 client letter focused on "Safe Withdrawal Rates."   You can see how vital this is because no one wants to outlive their money.   We'll look at whether 3%, 4%, even 6% may be a safe basis for drawing your income.   If you spend too much for too long,...
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RETIREMENT BUDGET for LIFE

How would you possibly budget for an experience you’d never had?   For instance in the first home you ever owned, were you surprised how many expenses arose and how tight your  money could seem in that first year of home ownership?  But the question now isn’t cash-flow for a short time, but...
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Life Income Mandates – to secure Income for Life

How would you "Guarantee" to never run out of money!   From pension or selling a business, inheritance or life-savings, I'm speaking of five key "mandates" to safeguard your financial success and confidence.  When? ...soon as we meet together, and then consistently today and through your retirement years, even into your estate.  ...
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