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No One Loves Your Money Like You Do: The Ultimate Retirement Planning Guide for Business Owners and Private Practitioners by James Jackson

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4

Assessing What You Have

Before you can really start to plan your retirement, you need to get a handle on what you have. You can put together a dream list of retirement goals, but you will need to fund everything on that list. You will need to know what you own—and what you owe. There’s not much use in socking away money if you still have sizable debts. So, let’s inventory your assets and your liabilities.

Just as it is hard to have Thanksgiving dinner with relatives spread across the country, it is difficult to manage your retirement with assets spread across numerous accounts. That task is even harder when you may not even know exactly how much you have.

A personal financial inventory should start with cash assets and move along in accordance ...

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