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by Foxstone Financial on May 02, 2024
Last week in the Good, Better, Best article that was sent out, I highlighted the two new software tools Foxstone is using. We highlighted the importance of tax planning and tax reduction planning as an integral piece of a wealth management plan. This week I want to highlight the other software tool, income planning. It is vital to have a tool that can help provide realistic spending guideposts during retirement.
Please click on the link to view a sample report generated from this new income planning tool. As you can see from the sample report, this is a much deeper analysis into all assets and income streams, and this is only a small portion of the capability it has. We are excited with the addition of this software and look forward to discussing how it can impact planning for your goals and spending in retirement.
If you would like to discuss further how this could assist you and your financial goals, please schedule a call below.
