TARA TIMELINE CHART WORKSHEET
Review our TARA Timeline Chart Worksheet to see where you are on your journey towards wealth accumulation and distribution.
This is where we earn it. This is where we save it. This is where we make it. There are two key sources of wealth; earnings from work or investment returns from capital.
The greatest multiplier of wealth is time. During the peak earning years, just a few right moves made early enough can make all the difference later on. It is also true that no static plan survives first contact with reality: life happens, circumstances change, adjustments must be made.
Through careful planning and proper discipline we aim to help you accumulate the wealth you need to arrive at your destination. We are active and adaptive managers with years of experience.
There are very few problems you may encounter that we have not seen before.
*All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Just because you have stopped working does not mean your money needs to.
Mistakes early in retirement can negate years of preparation. Distribution planning is extremely important. You can be in the distribution phase for more than a third of your life. Key questions need to be answered.
How will the sequence of returns help make your money last? How will the sequence of distributions impact your taxes? When do you draw Social Security? When do you start distributing from your pension?
The greatest risk to your wealth is your health. Do you have long-term care insurance? How do you maximize lifestyle for an unknown number of years?
This may be your first retirement, but it is not ours. Relax and enjoy the journey.