Check out our sheet on
Understanding the Principles of How to Build Wealth.
Understanding the Principles of How to Build Wealth.
Now think about how you are currently making purchases.
The takeaway is you want to leverage
your wealth & become a wealth builder!
your wealth & become a wealth builder!
We would like to share with you this and other strategies,
that have greatly helped our Clients to protect and build
their Wealth & Retirement Accounts
while still maintaining their current lifestyle.
that have greatly helped our Clients to protect and build
their Wealth & Retirement Accounts
while still maintaining their current lifestyle.
Or at least consider the following few questions...
Should I be a little worried?
Yet if you're not too worried at this point, then try asking yourself these questions and see if you have the answers.
Be honest, and don't be overly optomistic or in denial that everything will be just fine.
1) Am I currently in Debt? Do I think that I ever will be out of Debt? At what age, if at all?
2) How much will I be paying in Taxes during my Retirement? (since Taxes will be going up)
Same tax bracket I'm in now? Or without all my Deductions, will I be in a higher tax bracket then?
3) Could I possibly need long-term care? To what age have my parents, family & relatives been living to?
How old willdo I think that I or my spouse live to? Could I afford Skilled Nursing Care or will I be living where I did not want to end up? At a State run Convalescent Home?
4) Could I possibly have to change my lifestyle in my golden years due to less income? Less money, less vacations, less dining out, less being able to do what I want, when I want, how I want and where I want?
5) If you only have your 401(k)s & IRAs, is enough invested in there? How much do I need to have monthly during retirement to live on? And how long will it last before I run out?
6) How much in Taxes will you have to pay to withdrawl from your 401(k)s or IRAs or your forced Required Minimum Distributions that were at 70 1/2 yrs. old (now @ 72 yrs. old) per the Government?
7) Have I really built my Wealth to sustain me to the best of my ability? Or can I do better? Can I grow my Wealth & Retirement Savings by compounding and have much more when I will need it most?
Yet if you're not too worried at this point, then try asking yourself these questions and see if you have the answers.
Be honest, and don't be overly optomistic or in denial that everything will be just fine.
1) Am I currently in Debt? Do I think that I ever will be out of Debt? At what age, if at all?
2) How much will I be paying in Taxes during my Retirement? (since Taxes will be going up)
Same tax bracket I'm in now? Or without all my Deductions, will I be in a higher tax bracket then?
3) Could I possibly need long-term care? To what age have my parents, family & relatives been living to?
How old willdo I think that I or my spouse live to? Could I afford Skilled Nursing Care or will I be living where I did not want to end up? At a State run Convalescent Home?
4) Could I possibly have to change my lifestyle in my golden years due to less income? Less money, less vacations, less dining out, less being able to do what I want, when I want, how I want and where I want?
5) If you only have your 401(k)s & IRAs, is enough invested in there? How much do I need to have monthly during retirement to live on? And how long will it last before I run out?
6) How much in Taxes will you have to pay to withdrawl from your 401(k)s or IRAs or your forced Required Minimum Distributions that were at 70 1/2 yrs. old (now @ 72 yrs. old) per the Government?
7) Have I really built my Wealth to sustain me to the best of my ability? Or can I do better? Can I grow my Wealth & Retirement Savings by compounding and have much more when I will need it most?
So what did you discover?
Some of the above questions are concerning... Aren't they?
So now are you ready for an open & honest discussion regarding your Wealth & Retirement?
Are you asking yourself the questions:
And how do I grow it faster? Protect my family's livelihood? Leave a Legacy? Not have to change my lifestyle?
And have much more for later in life once I am retired?
Are you asking yourself the questions:
And how do I grow it faster? Protect my family's livelihood? Leave a Legacy? Not have to change my lifestyle?
And have much more for later in life once I am retired?
Or just pick up the phone & call us at:
(951) 371-7608
Right now. Don't wait.
YOU WILL BE GLAD YOU DID!
