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" The Beginning of Meaning is the Definition of Terms"- Edwards Deming
Retirement, 401Ks, 403-B, 1035 Exchange, Estate Planning, ROI, Financially Secure, Nest Egg Amount...
Without context, none of these terms make sense to summarize someone's financial goals, strategies and objectives. So, help us follow Dr. Deming's advice and define the terms you use in describing your specific situation.
Once again we leave you with the choice on which form you'd like to fill out based on LEFT BRAIN verses RIGHT BRAIN... Pick one and away you go.
Without context, none of these terms make sense to summarize someone's financial goals, strategies and objectives. So, help us follow Dr. Deming's advice and define the terms you use in describing your specific situation.
Once again we leave you with the choice on which form you'd like to fill out based on LEFT BRAIN verses RIGHT BRAIN... Pick one and away you go.
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