PREPARING OUR FUTURE WITH CURRENT ASSETS
Most of us have seen our asset value drop considerably, and those of us who have not panicked, have taken a different perspective. The most important question now is...what will our money buy?
In Bull Markets, we often think of the gain on our assets. We get comfortable taking some of the gain from recent market upsweeps to buy a new car or upgrade our homes. When the market turns south, it is a scary time, but in reality, what is it we really fear? Not having enough money to continue a comfortable style of living?
Yes, perhaps we have to cut back on some of our excesses, and return to the days of exercising more caution in our spending habits and certainly in our borrowing habits. We also need to look seriously at the assets we hold and evaluate their INCOME flow into our pockets. In short, what can our current assets buy for us?
This is currently an excellent time to evaluate what we hold, what it produces, and what we will need to maintain our standard of living.
If you haven't made an appointment recently to re-evaluate, please do so now.
Our best clients come to us by referral. If you know of someone in your church or one of your clubs who is concerned about having enough to continue their style of living, please suggest they call us for a complimentary review. It should be contained to 30 minutes. There is no obligation, but, hopefully, we will have a chance to check each other out and determine if a long-term association would be beneficial for them.
Thank you for your trust and your business. And remember...
LIFE PLANNING STARTS NOW
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