By modeling goals and expense funding for each year of a The Boeing Company client’s projected lifetime, cash flow planning reveals the true impact of chronological and priority goal funding on multiple client goals. One of the biggest decisions clients make during their The Boeing Company retirement is if they should retire from The Boeing Company this year or next year.
By showing how asset allocation adjusts due to withdrawals—and the tax implications of those withdrawals— our advisors can more accurately assess client outcomes for each year and over time assist with choosing the best date to retire from The Boeing Company. With cash flow planning, clients can better determine where their money went and where it will go to help fund their life goals. This type of planning can be used at any life stage: early accumulators, mid-career accumulators, pre-retirees, and The Boeing Company retirees.
Early Adopters
Early Adopters can use cash flow planning to understand spending, saving, and the funding of emergency and The Boeing Company retirement accounts. Cash flow planning can start with a proper savings plan for early accumulators. As Financial planner Michael Kitces points out, “Good planning starts with putting the client’s financial house in order and making sure that a good savings plan is in place with the proceeds invested into a solid, diversified portfolio.”
Mid-Career Investors
Cash flow planning for mid-career investors can help them manage their spending so they can save for goals like paying for college and covering future healthcare expenses.
Pre-and post-retirement
Pre-retirees from The Boeing Company can use cash flow planning to show how current spending could translate into retirement spending, and the impact current spending has on funding all of their goals. The Boeing Company retirees can use cash flow planning to understand spending and the impact it has on the distribution of income to fund goals and outlive their retirement savings. Finally one of the best uses of our cash flow tool is to determine if The Boeing Company employees should retire from The Boeing Company this year versus next year.
Early Adopters
Early Adopters can use cash flow planning to understand spending, saving, and the funding of emergency and The Boeing Company retirement accounts. Cash flow planning can start with a proper savings plan for early accumulators. As Financial planner Michael Kitces points out, “Good planning starts with putting the client’s financial house in order and making sure that a good savings plan is in place with the proceeds invested into a solid, diversified portfolio.”
Mid-Career Investors
Cash flow planning for mid-career investors can help them manage their spending so they can save for goals like paying for college and covering future healthcare expenses.
Pre-and post-retirement
Pre-retirees from The Boeing Company can use cash flow planning to show how current spending could translate into retirement spending, and the impact current spending has on funding all of their goals. The Boeing Company retirees can use cash flow planning to understand spending and the impact it has on the distribution of income to fund goals and outlive their retirement savings. Finally one of the best uses of our cash flow tool is to determine if The Boeing Company employees should retire from The Boeing Company this year versus next year.