There is concern in the world now about rates of returns, portfolio performance and for those in or near retirement cash flow combined with outliving your money in retirement. My guess is you have had more of these conversations in the first half of 2022 than maybe the year or years before, possibly even a decade. So what is the plan? How will you create a road map that they can follow and still enjoy their Golden Years? This is a discussion I have been having with my clients as well and of course I deliver advice for the other side of the balance sheet but the message is still similar. How can we create that safety net and help our clients with
Check out the latest edition of the Quarterly Adviso
FOUR QUESTIONS TO ASK WHEN COMPARING A FIXED-RATE HOME LOAN vs. AN ADJUSTABLE-RATE HOME LOAN
Check out this week’s Friday Finance Flyer!
Announcing our Borrow Smart™ Scenario Desk to help you manage the Liability side of your client’s balance sheet
If I asked you what is the biggest measure of Safety for your typical client, what would you say? Is Cash Flow the answer and truly the biggest measure of Safety?