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Matching Assets to Goals

Once you have completed your initial goal setting, you should be left with aggregate goals that reflect the total future cost to fund your retirement plan. Now that you have the cost side of the equation laid out, we need to take stock (pun intended) of both your assets and your cash flow to see how they match up to your goals as well as determine where you need to save more or modify your goals.

Be Careful

Liquidity and marketability are two similar yet different characteristics for describing the state of an asset. As an example, real estate is very marketable but generally not very liquid. Money markets, on the other hand, are both liquid and marketable.



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