[Mei]

Looking for insights on creating a comprehensive Master Financial Plan that covers retirement, university fees for kids, long-term care, and tax minimization strategies. Interested in hearing about different approaches, investment options, and financial vehicles that can help achieve these goals effectively.

Share your experiences, tips, and recommendations to help develop a solid financial plan for the future.

Your input is greatly appreciated!

[Allen]

Way too long to describe here, and it wouldn’t be relevant to you since everyone’s situation is different.

[Scott]

College fees are a number,(currently 80k per kid is plenty) long term health care is a number (currently 180k until you are off to the next world.) so just add those numbers to your fire number.

[Pete]

Spend less than I earn and invest the difference.

[Manny]

A Real estate portfolio checks all the boxes.

[Jennifer]

Live on less than half your income. Invest early and often (401k, IRA, HSA, 529).

[Author]

Posts