Taking Inventory
Taking Inventory
Turning Uncertainty into Financial Confidence

The financial planning of the 1970s, ’80s and even the ’90s may have worked in the past, but it has become sadly out-of-date and no longer relevant. Unlike earlier generations, you can no longer depend on pensions, Social Security or the market … institutions we’ve all come to rely on for retirement income. With people living longer, you need to get back to basics.
Accumulating a lump sum of money and hoping it’s enough to last your lifetime shouldn’t be your end game. What you should be creating is a substantial source of monthly income to fund a high retirement income stability ratio, which will guarantee income for the rest of your life.