Banach Wealth Apr. 17, 2007 Presentation
Retirement Investing & Spending Budgets
Planning for a financially secure retirement requires
a thorough wealth management process.
A good process was reviewed and discussed with the
New Mexico American Assoc. of Individual Investors
chapter. The following questions were addressed.
- Needed investment portfolio or annuity amount?
- Annual retirement spending?
Key issues:
- Investment assets or cash flows
- Savings rate
- Risk tolerance
- Asset allocation
- Planned retirement life horizon
- Planned spending rate
Request the presentation at our contact e-mail
address to help review your wealth status and
find your answers to the questions.