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The Six Areas of Money

Posted by Howard Wolkowitz | Mar 13, 2018 | 0 Comments

Do any of your advisors address all six?

  1. Your financial position addresses income and expenses
  2. Risk management addresses losing your job, becoming disabled or passing away.
  3. Wealth accumulation addresses the return on your investments consistent with the risk you assumed.
  4. Tax Management addresses how the current tax laws affect you.
  5. Retirement planning addresses achieving financial independence at an agreed upon time.
  6. Estate planning addresses how your money and assets will be used after you pass away.

About the Author

Howard Wolkowitz

Where he came from; where he is going Baby Boomer Born and raised in Brooklyn, New York Solid B student with an occasional C and an occasional A Oldest of three boys Graduated from Baruch College, the Business School of the City of New York in 1974, with a degree in Industrial Psychology. I ...

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