Cash Flow Planning

In the area of Cash Flow Planning, we can determine:

1. The extent to which you are living within or beyond income.

2. How much you can safely spend and how much you need to save.

3. How your current standard of living compares, for example with what you might expect in retirement, if you get out of debt, or after you put your children through college.

4. How to easily track your budget.

5. How to convert portfolio wealth to income in retirement.

6. The answers to such miscellaneous questions as:
  • How can I automate routine financial transactions?  
  • Should I pay insurance premiums annually or monthly?  
  • How can I reduce administrative hassle?  
  • How can I have cash easily available as large fixed expenses come due?  
  • What is the best way to get cash when traveling abroad?
With cash flow planned well, day-to-day management of finances is easier, and it is more likely that you will reach your financial goals in a timely manner.

Life Transitions
Life Transitions
Growing up, getting married, having children, planning a child's wedding, planning your own retirement... we call these moments life transitions, and each has its own special financial needs.
Paula's Recommended Reading List
Paula's Recommended Reading List
Over the years, I have found a few websites and articles that I think are terrific resources, and I wanted to share some of them with you.
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