Wealth Management Issue

Executor & Trustee Selection

Possible Objectives or Goals for this Topic

Executor & Trustee Selection

  • Best ways to build an emergency reserve
  • Making more than .01% on emergency money
  • Creating a budget (that works)
  • Implementing cash flow automation
  • Implement SPA(TM) Budget tool
  • Run a 12 month cash flow analysis
  • Determine Payroll withholding (allowances) and its impact on take home pay

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