Cash Flow Management

Retirement Income, Education Expenses, Personal and Healthcare Spending 

One of the important considerations of withdrawing funds from your nestegg is that your expenditures are known but your returns on your funds are somewhat uncertain.  Without proper planning and reserves, dollar cost averaging tends to average down as you sell more investment when the markets are low to meet these required expenditures.  Thus finding the optimum amount of cash, low risk assets and higher risk, higher return assets requires judgement, experience and skill. KENETEX Wealth Management can assist you to make these decisions so that your funds are sustained as long as possible, reducing the potential possibility that your resources are exhausted.