Modeling in Financial Planning

By pjain      Published Aug. 2, 2020, 8:24 p.m. in blog Invest   

Personalized Modeling in Financial Planning

Lifetime financial situation

AGE is key parameter!

  • $ earn/spend and cash flow - curves over time
    • 0-22 student, peak earning years 40s-50s, retirement 60s decline
    • Need to match two curves - you are in deficit early (family pays), savings in peak earning decades, harvest in old age

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