All Entries Tagged With: "Retirement Planning"
The Retirement Planning Process
The Retirement planning process is made up of 6 steps: Establish Goals Gathering Relevant Data Analysing The Data Developing a Plan Implementing The Plan Monitoring The Plan Let me bring you through the steps and explain how I usually use these steps to help my clients customize their retirement plan. Step 1 – Establish Goals [...]
July 04, 2008 | Jack Lan | Comments 0
Type of Assumptions Used For Retirement Planning
In retirement planning, there are a number of assumptions that I will needs to take into consideration as these assumptions will have an impact on the final plan to be recommended to my clients. The assumptions can be grouped into two categories: Qualitative Assumptions & Quantitative Assumptions Qualitative Assumptions Qualitative assumptions refer to the type [...]
July 04, 2008 | Jack Lan | Comments 0
