What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.