Try Chatting with our Agent Now!
Step-by-Step 2025 Plan
Audit Assets: Net worth calc—debt <20% income.
Invest Aggressively: 70/30 equities early; shift to bonds. Tie to wealth management: Diversify via ETFs.
Risk-Proof: Life insurance as backstop; review annually.
Tax Hacks: HSAs for triple tax-free growth.
AI forecasting: Predict 7–9% returns. Trap: Lifestyle creep—cap at 50% raises. Case: Tom retired at 55 via disciplined financial planning, crediting CFW's blueprint.
Your blueprint starts here: "Plan my retirement?" – Bot query.
Disclaimer: General strategies—consult a CFP.