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Why Traditional Planning Fails

Why Traditional Planning Fails

#1 – Inflation

One of the reasons Traditional Financial Planning fails has to do with the “Accumulation Issue” and our flexible currency.
Contact Vivien: 888.962.8947 or vivien@askvivien.com

#2 – Average vs Actual ROR

We hear over and over again from financial institutions and even the cable gurus about the “Average Rate of Return.” This mysterious number is used to determine long-term market performance and our own portfolio’s success; however, the average means NOTHING! What matters is the ACTUAL Rate of Return.

#3 – Taxes

Taxes play a huge role and can destroy our financial future if we aren’t prepared and educated. If you’re following a Traditional Financial Plan in attempts to reach your goals then you’ll most likely succeed at being the perfect taxpayer and NOT one who is financially self-sufficient.

#4 – Market Indicators

Every day we hear either on the way home from work in the car or on the news at night how the market performed…so what’s the problem?

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© 2017 Insight Asset Advisory Group All Rights Reserved.

Los Angeles, CA

Long Beach, CA

Santa Clarita, CA

Pasadena, CA

Burbank, CA

Sherman Oaks, CA

© 2017 Insight Asset Advisory Group All Rights Reserved.