When it comes to planning for investing in your future – It’s All About Your Goals: Mastering Goal-Oriented Investment Planning!

Why Goal-Oriented Investment Planning? Example: When do you need to take the funds out of the just start of the questions – It’s time to get clear… 

“Fail to Plan, Plan to Fail”, Benjamin Franklin

I spent 5 years talking with Medicare recipients for 8-14 hours/day 7 days/wk.  Most of them would tell me they didn’t know how they ended up feeling stuck and on a fixed income.  

But I remember one sweet lady Ms. Janice who interrupted herself to say, Andre you make sure you don’t wind up like me… Don’t you take so much time with your head down taking care of the children that you never pick your head up until it’s too late, and wind up feeling stuck and by yourself.  

This article expands on what I feel Ms. Janice wishes she did while had time, goal-oriented investment planning.  

Start With the End in Mind – Think🤔 

Liquidity – Can I get to my money? 💰 

Taxation – Am I loosing money? 💸

Inflation – Am I losing buying power? 😖

Rate of Return- Does the investment allow me to beat Taxation, and Inflation 🤷

What risks are you willing to take? 

High – Moderate – Low – None

You are never too old to learn something new, or to add knowledge to a previously acquired knowledge stack.  Continue to learn about innovation in whatever you do. 

“The best time to plant a tree was 20 years ago, the second best time is now”, Chinese Proverb

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