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Is your Accountant or Solicitor Washing Money like Ozark?

September 11, 2017

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Time is your biggest asset

March 16, 2017

Long term goals are effective.  Blocking time into 10 year windows can be very helpful, when creating your life plan.

 

It’s more helpful when you are new to the lifestyle planning concept. We can accept that certain behaviours are likely to occur through specific decades of our life and thus different costs and incomes. This can help when considering planning assumptions for your life goals.

 

10 – 20    The teenage years, finding a path

 

20 – 30    Career, travel, relationships, insurance, education, early years

 

30 – 40    Consolidating, marriage, family, career, holidays, home

 

40 – 50    Building, investing, debt repayment, business, empty nest

 

50 – 60    Health costs, retirement planning, business succession planning, extended family

 

60 – 70    Reduce working, financial planning, downsizing, assisted care costs, grandchildren

 

70 – 80    Reflection, health care costs, fragility, estate planning, transport, mobility, twilight years

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