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.

Are you worrying about your future…

Three Legged Stool
…and what you need to do NOW to make sure your retirement money doesn’t run out?

It is a tricky process of planning, much like sitting on a 3 legged stool.

You need to consider each of the 3 legs of the stool very carefully or else you will end up on your backside 🙂

The 3 legs of the stool are:

  • Social Security Planning
  • Pension & Retirement Planning, and
  • A Personal Savings Plan.

This can turn out to be a tricky balancing act, but preparation is the key. Retirement planning will bring up questions such as:

  • How much income will I need in retirement?
  • Will social security be there when I retire?
  • When should I start taking social security 62? 65? 67? 70?
  • Will the stock market be in free fall or on a bull run?

These questions will need to be answered before you decide whether your retirement planning will be to go boating, traveling, or to the golf course.

All three legs need to be strong for the stool to support you and your monthly cash flow needs, wants, and desires.

If you have any questions, comments, or concerns about Retirement Plans, or think I can help you in any other ways, 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.

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