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Glossary

Annual Income needed from your Investments

The paycheck you want to receive from the Total Value of your Investments, expressed
as a yearly number.

 

FAQs

Frequently Asked Questions

 

Grow Back

Growing money over time that you have spent

 

Income

The amount of money you receive

 

Income Investments

Investments that provide an income without fluctuation of your principle

 

Investment Bias

Recommending investments based on likes and dislikes, method of compensation, products represented, products manufactured, or familiarity

 

Lifetime Income

Income that lasts as long as you live, or as long as you and another person live

 

Market Withdrawal

Removing money from investments that are fluctuating

 

Member Area

A place where you can go to get previously published newsletters, post comments, ask
questions regarding your income and investment strategies, request a different level of service, and discontinue receiving e-mails

 

Principal

The amount of money you start with or put into an investment

 

Spend Down

Drawing down the balance from investments and/or accounts

 

Total Value of your Investments

The amount of money you have in savings and investments that you plan to use to generate a paycheck.

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