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Cash Flow Analysis

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A proper cash flow analysis is integral to the Retirement Planning Process. It is your roadmap to help you achieve a financially secure retirement. It starts with an accurate assessment of your monthly expenses and considers the effects of inflation, taxation and longevity.

 

Once completed it provides you with important guidance as to amount you can spend, the level of risk you should take in your financial strategy, and the impact of your spending and assets on the amount you will leave to your heirs.

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