Financial Advisors Answers, what are liquidity needs? Liquidity refers to how quickly an investment can be converted into cash (or the equivalent of cash). Real estate, for example, tends not to be very liquid; it can take a very long time to sell either residential or commercial real estate. Pub...
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Financial Advisors Answers, what is risk tolerance? Another factor to consider is your individual risk tolerance. How comfortable are you with the possibility of investment loss, or seeing the value of your investment fluctuate? Many investors would forgo the possibility of a large gain if they k...
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Financial Advisors Answers, what is a time horizon? Probably the first question you should ask in setting your investment goals is, "What is my time horizon?" In other words, when will you need the money? Are you investing for your young child's college education, or for your retirement 30 years ...
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Financial Advisor Cape Coral FL, three key areas to consider: Time horizon, Risk tolerance, and Liquidity needs.
There are three key areas you'll need to consider in setting investment goals. You'll need to think about each one not only in terms of an individual goal, but in terms of your overall...
Estimating Your Retirement Income Needs Part 6: You know how important it is to plan for your retirement, but where do you begin? In this part of this series are going to discuss the time that that you will retire.
Decide When You'll Retire
To determine your total retirement needs, you can't ju...
Project your retirement expenses Part 5: When considering if your annual income during retirement should be enough to meet your retirement expenses, don't forget that the cost of living will go up over time.
The average annual rate of inflation over the past 20 years has been approximately 2%.* ...
Project your retirement expenses Part 4: Your annual income during retirement should be enough (or more than enough) to meet your retirement expenses.
That's why estimating those expenses is a big piece of the retirement planning puzzle. But you may have a hard time identifying all of your expen...
Estimating Your Retirement Income Needs Part 3: We are bringing you a small series of helpful information about estimating your retirement income needs. In this part of this series, we are covering projected retirement expenses.
You know how important it is to plan for your retirement, but wher...
Estimating Your Retirement Income Needs – Part 2: The problem with using your current income as A starting point. This approach doesn't account for your specific situation.
If you intend to travel extensively in retirement, for example, you might easily need 100% (or more) of your current income...
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| Mon: | 9:00 AM – 4:30 PM |
|---|---|
| Tue: | 9:00 AM – 4:30 PM |
| Wed: | 9:00 AM – 4:30 PM |
| Thu: | 9:00 AM – 4:30 PM |
| Fri: | 9:00 AM – 4:30 PM |
| Sat: | Closed |
| Sun: | Closed |