Knowing When To Shift Gears Part Two - How To Maximize Happiness For Your Heirs

If You Have A Surplus Consider The Following To Address The Potential Problem When retirees become clear on their goals – including the goal of leaving a fixed amount to heirs, and they have an Essential Capital /Surplus Capital™ financial plan prepared, they’ll know (based on conservative assumptions) how much of their capital is essential to maintain their lifestyle and achieve their estate goals, and how much is the surplus which can and should be used before they...