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Income Planning

While most people consider financial planning to be primarily about the management of assets they’ve already accumulated, many forget to assess the value of future income on their long-term financial condition.  In fact, income planning is a critical part of the overall investment process, as it enables you to prepare for changing lifestyle needs over time, while simultaneously establishing a savings plan that will ensure you achieve your long-term goals.  Your financial advisor should work with you to develop a comprehensive income strategy that bridges the gap between where you are today and where you want to be in the future in terms of monthly retirement income.