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November 4, 2018 by seniorsfirst

Total Wealth

Maximizing Retirement Savings…

…requires a “Total Wealth” perspective. What is “Total Wealth?” It’s anything that can be converted into cash to fund your retirement expenses and dreams. Most of us think of savings accounts, mutual funds, annuities, and what’s in our wallets as our “liquid” wealth, but there are other assets — sometimes sizable — that can and should be included as we manage out total wealth strategy.

Individuals need to understand how to most appropriately structure their Total Wealth;

How can I structure my Total Wealth to provide during my retirement and avoid running out of savings, and address demands including:

  • Evaluating in-home care resources to provide for extra help I may need
  • Retrofitting my home to accommodate aging
  • Protecting my legacy for the next generation

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