Creating a Financial Plan 5 – Pre-Retirement Planning
Before you retire, you must know that you CAN retire, and STAY retired. Pre-planning your retirement before you get there is essential for a successful retirement.
Creating a Financial Plan 4 – Tax Planning
Be sure to tip your servers, not the IRS. Tax Planning is less about saving taxes this year than saving taxes over your LIFETIME.
Creating a Financial Plan 3 – Insurance Planning
Create a Plan. Protect it. But are you getting the best value at the lowest true cost? Let’s plan to.
Creating a Financial Plan 2 – The Investing Plan
Investing funds our financial planning goals. Investing with a plan helps ensure we succeed. How do we create an investing plan, and not just a portfolio?
Creating a Financial Plan 1 – GO, Net, Flow
The first steps in creating financial plan are GO, Net, Flow: Get Organized, Determine Net Worth, and Control Cash Flow.