Managing Proceeds from a Business Model
April 15th, 2021
Some examples to include: How many months of expenses are recommended for emergency savings? How much should they have saved based on age and income? What asset allocation would you recommend based on age and their stated risk tolerance? How would you determine if they are comfortable with the suggested allocation? What is the expected return on those investments? Whay kind of income could you provide from those investments? Calculate the future value of their investments based on your proposals. Outline thier potential retirement income. What are the rules of FDIC insurance? How can they save on taxes? Can they contribute to IRA? What are the rules. Do they need more life insurance? What is rule of thumb?
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