Budget Analysis takes a looks at how your revenues have stacked up against your expenditures. Once we understand how the budget has worked, then we project how it can work in the future.
We will help you project what revenues and expenditures will be, both in the years leading up to retirement and then during retirement. Revenues will consist of social security, pensions, and maybe some guaranteed income from annuities. We will then compare the revenues to what you believe expenses will be. Like every budget, we hope to project operating at positive number. If we project you operating at a negative number we will help you take the necessary steps to address the issue.