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Managing the Gap

What is and what could be

A common method of optimizing your overall wealth building strategy is to identify where you are and where you want to be (or what is possible). The gap is the difference between. Managing the gap involves identifying and addressing discrepancies between what is and what can be and is done by performing a gap analysis to identify areas where your position can be improved.

For example, retirement gaps include: when can I afford to retire vs. when I want to retire and the retirement income that you have available vs. the income you could have. Both are related to each other. Retirement finances can be a complex situation that requires careful planning and management. Strategies exist that may safeguard your retirement income from over taxation. Retirement income can come from many different sources. Choosing the right mix and timing are important to manage.

With the information collected from the gap analysis, the proper mix of investment products and strategies can be planned and applied to optimize your portfolio and create a more comfortable retirement.

This is not a one-time set it and forget it exercise; this should be a periodic process used to fine-tune your portfolio over time.

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