Taking something that can be viewed very subjectively – and usually is – and elevating it to a level of objective viewing, is a worthwhile challenge. Selecting successful financial investments that make sense for you is not impossible, but it takes a certain methodology. A double major in math and history would be helpful, but instead we rely on a powerful statistical analysis tool. When put in the right hands, the tool can produce some solid figures to support important financial decisions.

Seven Planning Objectives

• If a breadwinner dies prematurely, the family’s lifestyle will not be compromised.
  • They will stay in their home
  • Education plans will remain on track
  • A family business would not have to be sold at a discounted price
• If a breadwinner becomes disabled, the family’s lifestyle will not be compromised.
  • They will stay in their home
  • Education plans will remain on track
  • A family business would not have to be sold at a discounted price
• The children and/or grandchildren of the family will be able to afford the very best education without being saddled with student loans when they themselves have children.
• The current generation of the family will be able to retire at its own time and on its own terms, with a high degree of confidence that they will never outlive its income. That its dignity and independence will not be undermined by up to three decades of rising living costs.
• The current generation will, if necessary, be able to contribute meaningfully to the support of its parents. Moreover, this generation will never become a financial burden to its children, even if extended nursing home stays are required.
• Even as retirement income rises to offset inflating living costs, this generation’s capital will continue to grow over time, endowing meaningful legacies to succeeding generations.
• Estate taxation won’t force the sale of a family’s important assets (homes, business, etc.) This liability will be funded out of the residual capital, and/or insured.
  

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