Increased net wealth and saved the tax over certain period
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Case Study
How we help a college professor who is planning for the retirement?
Key Problems
The main concern is a stronger retirement and paying off debt.
- Review their retirement funding and retirement asset allocation approach.
- Receiving income and Social Security positions him in a higher tax bracket.
Our Approach
- Creating the roadmap that helps to make the goal clear.
- Tracking down the money flow. and redirecting it toward the goal.
- Maximize contributions to retirement plans.
- Review cash flow and determine the amount available.
Strategy & Execution
- Confirming the funds are financial exercise planning.
- Reducing the uncertainities which can be a barrier to the growth of monetary value.
- Increased the retirement contribution from $200 to $846 per pay period.
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