What-if considerations
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What-Ifs allows advisors to easily test scenarios against Economic and Life Events. What-Ifs are generally thought of as "Things we can not Control"
Also used to assist in scenario creation.
Example: "What if you lose your Employment Income?" can be used litterally or used to structure a Sabbatical Scenario
Risk Mitigation
What if your Life Expectancy Changes?
Economics
What if Returns are lower than expected?
What if Returns are better than expected?
What if Returns are better than expected?
What if Returns are better than expected?
What if Returns are better than expected?
What if Returns are better than expected?
What if you take a big hit on your investments
What if you take a big hit on your investments
What if you take a big hit on your investments
What if Inflation Rates Change?
What if you take a big hit on your investments
What if you take a big hit on your investments
Income & Spending
What if you reduce your discretionary spending?
What if you reduce your discretionary spending?
What if you reduce your discretionary spending?
What if you lose your Employment Income
What if you reduce your discretionary spending?
What if you reduce your discretionary spending?
What if there are cuts to Social Security?
What if there are cuts to Social Security?
What if there are cuts to Social Security?
What if there are cuts to your Pension
What if there are cuts to Social Security?
What if there are cuts to Social Security?
