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Financial Planning

Standard of Living & Living Expenses

When using cash flow-based planning software, it is generally best practice to itemize liability payments, property taxes, life insurance premiums, and certain other expenses such as medical, new vehicle, and lump sum purchase expenses. These, plus the client’s Living Expenses, equal what may be referred to as the Total Expenses.

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Financial Planning

Standard of Living & Living Expenses

When using cash flow-based planning software, it is generally best practice to itemize liability payments, property taxes, life insurance premiums, and certain other expenses such as medical, new vehicle, and lump sum purchase expenses. These, plus the client’s Living Expenses, equal what may be referred to as the Total Expenses.

Read More »

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