How to Make your Assets Last a Lifetime
The years leading up to retirement are about accumulating and saving assets. As the day nears, most discussions about retirement planning still focus on income, making sure your assets can fund the retirement you envision. Once you’re retired, the conversation shifts. The focus moves to spending and cash flow – and how to make your assets last a lifetime.
Would you like to talk to Noel to discuss YOUR individual situation?
THE WEALTH TOOLKIT®
With the constant volatility in the stock market, you may wonder how this could affect your retirement plans. This is why we at ProVest have developed the Wealth Toolkit®. When we conduct a retirement analysis with our new Wealth Toolkit® it can help reduce your anxiety of investing by being able to better understand your recent portfolio volatility, and by comparing it to previous times in history. In addition to Risk Assessment, some of the other tools in our Wealth Toolkit® include Social Security Analysis, Retirement Planning, and Legacy Preservation. There is no substitute for having accurate, understandable information on which to base your financial decisions. If you are interested in finding more about how this works, click on the link below or give us a call at 1-800-277-0025.
How Provest can help your achieve your goals
Risk Assessment Tool
To find out your own PERSONAL tolerance for Investment Risk, click on the Big Red Button
College Planning Tool
College tuition has risen 776% since the early 1980's
Often times, parents overpay for college and hurt their savings and retirement plans.
But PEGS can help navigate the college funding process.
P for Price - use each college's net price calculator to discover a school's true cost.
E for Expected Family Contribution - determine how much you need to be prepared to pay for college.
G for Graduation Rate - know the percentage of students who graduate and how many years it usually takes.
S for Salary Projections - compare projected school prices vs schools' starting salary data.
To schedule a FREE complimentary appointment to determine your EFC,
call us at 864 582 7766 or
5 Steps to a Written Retirement plan
How to Keep Healthcare Costs from Ruining your Retirement
How to Recover from a Financial Disaster
5 Questions to Answer Before Filing for your Social Security
How to Spot and Stop Elder Fraud Abuse
46 FAQ’s About Retirement
Fill in the info below to send Noel any questions you may have
Listen to past radio broadcasts
Click Here to read more about ProVest Wealth Advisors
Read Noel's newspaper columns in the:
Watch Noel's One-Minute Financial Planner Videos