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Mr. R LAIRD

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Posted By R LAIRD 10-13-2021 07:58
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
I would like to echo one member's concern about using this site for commercial purposes. I hope there has been100% agreement among members not to use submitted emails for the distribution of non-AAII topics. R Laird ------------------------------ Richard Laird PA ------------------------------

RE: Lesson 1: Prioritizing Your Goals

Posted By R LAIRD 10-13-2021 07:47
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
FINANCIAL OBJECTIVES 1. Maintain our current portfolio to continue to provide sufficient income, through pensions, social security, real estate, and RMDs, to meet future expenses through my wife's 100th birthday and be able to 'give forward' to charities of our choice using a predetermined percentage ...