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Topic: Business
Number of pages / Number of words: 3 / 639
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The next objective is to provide for a financially independent, comfortable retirement during your later years that will provide the same standard of living that you enjoyed during your working years.

Objective #5. The final financial objective is to provide for an orderly transition and distribution of your assets and wealth...


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This objective is usually called “estate planning” and should be an important objective whether you have accumulated a large estate or not.

The Personal Financial Management Pyramid

The financial management pyramid shows the levels that contribute to a well-managed and balanced financial strategy recommended for individuals...


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