Planning for Other Lifetime Financial Goals

  • Keith R. Fevurly


Although most people’s number-one financial goal is planning for a comfortable retirement, you may have other financial goals that you wish to include in your wealth-distribution process. Among these may be starting your own business (and perhaps subsequently selling that business), buying and selling a personal residence, purchasing a second or vacation home, or investing a windfall, such as lottery winnings or a substantial inheritance. This chapter considers all these goals in turn and, to the extent possible (you cannot really plan to win the lottery), discusses how to achieve their attainment.


Business Owner Business Plan Limited Liability Company Fair Market Corporation Form 
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Copyright information

© Keith R. Fevurly 2013

Authors and Affiliations

  • Keith R. Fevurly
    • 1
  1. 1.COUSA

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