This is a brief summary of the topics I will cover in more detail over the next six days: 1. The importance of a financial plan for testing strategies for reducing risk and seizing opportunities in this unique market.
2. The importance of not settling for inflation losses in your cash.
3. The likelihood that refinancing your mortgage will make sense.'
4. The importance of assuring adequate cash flow to meet your retirement budget. Cash flow solves all other problems.
5. The difficulty in figuring out when is the best time to retire.
6. The importance of tax planning & the opportunities that have arisen.
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