Tag: Financial Planning

monthly income

Monthly Financial Planning

In thinking about Monthly Financial Planning, let’s first review. Remember that there are six key areas. The six areas of financial planning are: Cash Flow Planning / Cash Management Risk Management Investment Planning Tax Planning Longer Range / Retirement Planning Estate Planning Here’s what Monthly Financial Planning Looks Like If you have more money coming
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Financial Planning Decisions

All Personal Financial Planning decisions fall into six understandable disciplines. And since most of us don’t like the sound of the word discipline, let’s just say they fall into one of six financial boxes or areas. They are: Cash Flow Planning / Cash Management Risk Management Investment Planning Tax Planning Longer Range / Retirement Planning
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