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1. Living a budgeted lifestyle increases confidence. 2. Protect your todays before planning your tomorrows. 3. Your rate of savings is more important than rate of return. 4. The purpose of investing is to maintain purchasing power, not to radically increase lifestyle. 5. Debt is a tool that must be used wisely.
Current problem with managing cash flow -- We see the value in tracking your expenses but first you need to know how much is available to spend. It is the difference between looking in the rear view mirror versus out the windshield. The rear view mirror tells you where you have been. Looking out the windshield tells you where you are going.
Lutz & Associates focuses on helping clients who are approaching retirement and seeking how to shift from accumulating wealth to distributing wealth while managing the risks. Important topics addressed during this process are: asset management, financial organization, budgeting, social security choices, and the timing of retirement income.
Business Exit Planning is the holistic approach to designing a business exit strategy that provides you maximum value for your life’s work. The three universal goals every owner must set are deciding when, to whom, and for how much owners leave their businesses. This is one of Lutz & Associate’s key focuses. Click Learn More on how we can help.
The Pre-Retirement Checklist
We help you discover what you are trying to accomplish and what is or what could get in your way of accomplishing it. We evaluate your options and turn in-action into action.
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