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Join GlobeSt. Free unlimited access to GlobeSt. We began by showing Tony and Liz how the various parts of their financial picture fit together, and what various earnings scenarios for Tony might look like over the long term. Once we had created a high-level overall plan, we used this to answer their specific questions.
We also found several ways to simplify their finances, consolidating retirement accounts and streamlining investments. Tony and Liz were pleasantly surprised by how much clarity they achieved from the planning process, and by how straightforward it was to make the recommended changes. Blue Flag treats all client information with the utmost confidentiality. Sara and Ed, both in their mids, were thinking about how the next years might take shape.
While neither of them had any immediate plans to stop work, they wanted to know if they were on track to maintain their current lifestyle in retirement. With their youngest daughter in her junior year of college, they were also considering whether it would make sense to sell their large house. This helped them put together a rough timeline for the various pieces of their plan. Blue Flag also provided a second opinion on the management of their investment portfolio and worked with their investment manager to realign their portfolio in light of their overall financial plan.
Understanding their financial path to retirement gave Sara and Ed welcome peace of mind. Alana wanted to enjoy her retirement while also making sure that her money would last. She hoped to spend several months each year travelling, but was unsure of the financial implications. She was also looking for help deciding when to begin taking funds from each of her accounts, and wanted to simplify her investment mix. We pulled together the details from each account to form a high-level investment summary.
We then helped Alana decide how to adjust her overall asset allocation, and recommended specific actions to take in the individual accounts. Alana was glad to have received professional guidance as she navigated the financial transition into retirement, and was relieved to have put a plan in place. A financial plan can focus on a single question or can cover multiple areas. Most financial planning questions involve relatively complex, interrelated analyses and discussions. This kind of planning is generally done over the course of several phone conversations or meetings.
We understand the kinds of questions you may be asking yourself: Where do I stand financially? How can I balance competing priorities? Where can I get objective advice? When can I retire, and what's my financial plan for retirement? Do I need to make any changes in my investments and retirement accounts?
|Urban forex ea reviews||A sense of adventure inspires everything we create. Blue Flag Planning is a fiduciary, putting your interests first. Join GlobeSt. Blue Flag is a collection of Investment, Real Estate, Construction, and Design experts on a mission to deliver profound experiences through physical spaces. Sincewe've driven the acquisition and development of unique opportunities in high-barrier-to-entry markets among some of the most sought-after locations in the U. Alana was glad to have received professional guidance as she navigated the financial transition into retirement, and was relieved to have put a plan in place.|
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