Finances

Are You Planning to Retire Soon?

Retirement requires careful planning. You have completed the vast majority of your accumulation phase. You’re facing changing gears now and working on proper distribution of those assets so you can live the life you’ve dreamed. This is a completely different skill set.

It requires a completely different set of tools and a different guide through the process. Anyone can spend money. It’s easy. What’s hard is planning for the proper spending so that you maintain your desired lifestyle and you maintain a cash flow.

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What Are You Thinking?

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