
The Tax Increase Prevention Act of 2014
Extends Expired Provisions - December 19, 2014
|
We Provide Strategies for Creating and Preserving Wealth
The Tax Increase Prevention Act of 2014
Extends Expired Provisions - December 19, 2014
|
“In my 30 plus years of helping clients achieve their financial goals, I have found that we must agree on 3 financial principles.”
1. When it comes to your money (your principle), it must be safety first. You must want all or part of your money safer.
2. We must agree on what is a reasonable rate of return on your money. While performance is not guaranteed and may be higher or lower depending upon market conditions, I believe that a reasonable rate of return will average between 5 and 8%. If you agree, then ...
3.Finally, as we get older, I believe that as we ought to keep our money safer, we also ought to simplify our finances and make them easier to understand.
If you agree with these 3 principles, then we should talk.