The general purpose of a Retirement Projection and Tax Return Report is to address the duel questions of:

Is the Household On Track To Retire?

How Long Will The Household’s Money Last?

Recommendations for asset allocation, including specific portfolio/investment recommendations are drawn from the retirement projection and tax return report.

Benefits of personal financial planning include alleviating concerns such as: not having a paycheck anymore, running out of money, spending too much, and suffering investment losses.

✓ Employer sponsored plans; including 401(k), 403(b), and TSP plans

✓ Retirement Annuities, including CSRS, FERS, Social Security, and private pensions

✓ Retirement plan roll-overs; including Traditional IRAs and ROTH IRAs

✓ Mortgage, student loan, and consumer debt review and coaching

Education funding; including 529 plans and Coverdell ESAs

✓ Life, disability, and long term care insurance needs recommendations

✓ Property and liability insurance needs recommendations

✓ Home purchase/mortgage refinance coaching

✓ Cash flow review and budgeting

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