Is your wealth doing all it can to accomplish your goals?

Key takeaways:

  • Many people think of their retirement assets too broadly, or as a single number.
  • Successful preparation requires considering specific goals, and what assets you’ll need to accomplish each one. 
  • Segmenting your wealth into different portfolios aimed at different needs can help give you peace of mind, knowing they’re covered.
  • With your basic needs covered, it’s easier manage your wealth to accomplish other goals.