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Fifth Purpose of Money – Legacy

by The Stewardship Solution

Your retirement assets can be used for the following purposes:

Liquidity – short term goals, upcoming emergencies

Income gap – cover the income gap between your predictable income and expenses

Protection – cover the risks that could derail your plan such as premature death or long term care event

Growth – keep up with increases to your expenses due to inflation

And the fifth purpose…..legacy…which we discuss today

Did you know there is an “optimum” amount to allocate to each of these purposes to accomplish your retirement goals?  If you want to know the optimum amount for you, we can work together to create a retirement blueprint just contact me.

Filed Under: Retirement Planning

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Copyright THE STEWARDSHIP SOLUTION AND DERRIK HUBBARD, CFP®.
THE STEWARDSHIP SOLUTION IS AN INVESTMENT ADVISOR REGISTERED IN TENNESSEE.
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