When it comes to investing in your Future...
The best place to start is by creating a plan. A well-rounded financial plan is so much more than just saving money for retirement. It allows you to identify and mitigate possible vulnerabilities to your overall success. Developing such a plan begins with examining your Total Financial Picture. These are the main areas that you and your advisor should be focusing on. The components of your Total Financial Picture include:
- Current income & expenses
- Debt, net worth & emergency cash
- Protecting against life events such as:
Job-loss, divorce, disability, unexpected medical expenses and death - Protecting against market down-turns, inflation & potential tax increases
- Evaluating income and expenses in retirement
- Coordinating with Social Security and other pensions
- Growing and protecting retirement assets
- Planning for inflation, potential tax increases & medical expenses
- Ensuring that your estate will pass to beneficiaries with the least amount of hassle
- Minimizing the affect of taxes as you pass assets to heirs
- Planning a Legacy that lasts for generations
- Minimizing Federal, State & Municipal taxes
- Implementing tax-favored investments
- Determine comfort levels with risk
- Designing a well-diversified portfolio with added layers of safety
- Monitoring investments daily to mitigate losses and maintain proper allocations
Designing a
Well-Rounded Financial Plan
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