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ADVANCED WEALTH STRATEGIES:
WE FOCUS ON YOUR WEALTH, SO YOU CAN FOCUS ON YOUR LIFE
The Financial Advantage, a weekly column by Douglas Marion of Advanced Wealth Strategies. provides practical financial guidance & tips on topics such as retirement planning, wealth management, and investment strategies. The focus is on simplifying complex financial concepts and offering clear, actionable advice that empowers individuals and small businesses to make better financial decisions and secure their financial futures
In the year leading up to retirement, consider tracking your expenses so you can better understand how much income you’ll need to withdraw in retirement. For many retirees, the transition from earning income to withdrawing income can be an adjustment, so creating a spending plan can be helpful for managing expenses.
June is a great time to refresh your financial
goals like you refresh your wardrobe!!!
“Do not save what
is left after spending; instead, spend what is left
after saving.”
Warren Buffett.
Starting out to make money is the greatest mistake in life. Do what you feel you have a flair for doing, and if you are good enough at it, the money will come.
Greer Garson
Beware of little expenses. A small leak will sink a
great ship.
-Benjamin Franklin
Investment Advisory Services offered through EverStar Asset Management, LLC., a SEC Registered Investment Adviser. EverStar Asset Management, LLC and Advanced Wealth Strategies, Inc. are independent entities. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level or skill or ability.
