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FORMAN FINANCIAL

NEWSLETTER

AUGUST 2024.........

GLOBAL MARKET UPDATE

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FINANCIAL PLANNING TIPS

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FINANCIAL PLANNING CASE STUDY

45-year-old Couple with 50% Equity and 50% Mortgage (Alex and Rose)

 

Goals: Alex and Rose would love to pay down their mortgage on their principal residence, pay for their kid’s university, which is starting soon, build a great investment portfolio that can sustain their retirement, and leave some inheritance to their three children.

Financial Position: Roughly half of their Read More

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MORTGAGES

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Disclaimer

This information is for educational and awareness purposes only and is not an investment recommendation. Options trading carries significant risk and may not be suitable for all investors. The views expressed are personal and may change without notice. Consult an investment manager before making any investment decisions. The author and publisher are not liable for any losses resulting from the use of this information.

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