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Elderly

Wealth Preservation RetirementThe twilight years won’t be scary and can be completely satisfying if you seek advice for wealth preservation. Your focus should be on enjoying family and friends, maintaining health, relaxing, and finishing off the “bucket list” rather than worrying about money, health care costs, and other financial burdens. Hopefully, you discovered the concept of Financial Independence early and do not have to rely on your children and grandchildren for financial support. Your ancestors can help you preserve wealth and leave behind an inheritance and admirable legacy for the following generations by ensuring adequate health coverage is available, assisted living is financed, estate planning is considered, mandatory withdrawals are done strategically, and the best ways to give away wealth while you are alive to enjoy it.

Elderly Wealth Preservation

tax avoidance funds


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Twenties Thirties Forties Fifties Sixties Elderly

What Investments go in Which Account for Tax Avoidance?

You may be losing money by simply not understanding which accounts are the best place to hold your investments for tax avoidance. If you have holdings outside of a retirement account, you’ll want to know these tax efficient investing strategies.  Let's walk through a 10 step process to rebalance and stop paying Uncle Sam more than his fair share.
Retirement Calculators


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Twenties Thirties Forties Fifties Sixties Elderly

Retirement and Financial Independence Calculators are near Useless

Forget the online Financial Independence calculators used to predict early retirement and investment returns. I’m sorry, but you need to create a customized plan to FI or hire a professional to do so. Don’t be discouraged and give up based on results of these tools and think, “I'll never retire, if I need a bajillion dollars to do so.” Let’s see how a typical american family can retire earlier than anticipated.
Achieve financial independence


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Kids Teenagers Twenties Thirties Forties Fifties Sixties Elderly

Discover theFIway and Achieve Financial Independence

I want to share with you a life changing discovery that eluded me for decades. You can actually achieve financial independence rather simply with enough knowledge. Most parents don’t realize it or fail to pass along the methods to the next generation. Let’s fix that!
theFIway

Introducing the Financial Independence (FI) Way of Life is one of the greatest gifts parents could give to their children. A strong foundation of Financial Literacy, at a young age, can drastically improve the pursuit of happiness. The path to Financial Freedom is not taught in schools and may be discovered when it’s too late to have a meaningful impact on life. Parent your children to prosperity theFIway. Through a series of letters to the next generation, we share experiences and knowledge to help others achieve Financial Independence. Please follow us on Social Media for immediate updates.

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