Cash Flow Planning for Life - Helping you reach your personal & professional financial goals.

Cash Flow Planning for Life

Helping you reach your personal & professional financial goals.

You may not know exactly what you need to…

Make sure that you grab the “3 Tips To Help You Sit Pretty In Retirement” eBook from

…be doing when it comes to Retirement Planning.

That is completely fine because planning for retirement is complicated!

There are many different factors to consider for a retirement plan.

3 of the most important are:

  1. A Social Security Plan
  2. A Retirement Asset Plan
  3. A Personal Savings Plan

So here are 3 Tips for you to get started on  your own retirement plan.

Tip 1 – Social Security Planning: How much will I get & when shall I start taking it?

Tip 2 – Retirement Planning: Did you know the income you use in retirement has BIG tax implications?

Tip 3 – Personal Savings Plan: It’s all about the Cash Flow!

Hopefully these 3 tips have given you a good idea about what you should be focusing on when planning for retirement.

There are a lot of different factors that can affect your personal retirement plan. But you will, at least, want to make sure that you have a good plan that takes these 3 factors into account.

It is your future that’s at stake! So don’t take any chances.

If you have any questions, comments, or concerns about retirement planning, or if you think I can help you in any other way, contact me, or give me a call at (239) 384-9688.

– Mark


This information is based on facts, assumptions and representations as stated and authorities that are subject to change. We will not update this information for subsequent legislative or administrative changes of future judicial interpretations.
LEGAL NOTICE AND DISCLAIMER: The information within this blog is for informational and educational purposes only and is not tax advice and should not be used as such. The facts of each individual situation can have significantly different outcomes when applying tax law. The hiring of a CPA is an important decision not to be based solely on advertisements.

1 Response

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