1. Your Personal Economy Ideas for Today and Tomorrow

2. The Best Retirement Possible Increase your retirement income 30% to 50% Making sure your don’t outlive your money Enjoy the dignified retirement that you have earned as a result of your hard work

3. Analyze and Strategize… Create Wealth Minimize risk of your retirement and investment accounts Finance/Maintain your lifestyle Provide a legacy for your loved ones Guaranty a lifetime income

4. Present Challenges to Your Income Families spend at least 60% on lifestyle/expenses Often financed via cards, loans, lines of credit Leaves 40% for college tuition, emergency funds, retirement plans, property taxes, insurance, and the 25% to 35% tax on your eligible income Little or no liquidity (the availability of funds to take advantage of an attractive investment opportunity

5. How Did We Get Here? Rampant personal spending and credit purchases Original assumptions about savings, pensions, and Social Security that are no longer valid Wages being outpaced by rising prices Greed and corruption of Wall Street, CEO’s and the 1%’ers Shirtsleeves to Shirtsleeves generational turnover

6. Moving From Here to There Position how we spend, save, and retire to correlate with the new reality of living longer Also focus on the distribution of your assets after retiring, as much as the accumulation of them. Become your own source of funding…pay yourself “interest” for the use of your money Summarize your current situation

7. Adopting a Strategy Decide if continuing doing what you are doing now is good enough… Decide on your desired level of income and legacy you wish to leave for your heirs What amount of flexibility do you have / what level of risk will you accept? Identify action items

8. Action Steps Review my website, blog(s) and webinars Connect with me via LinkedIn, Twitter, Google + Download and fill out your financial audit on colliemoye.com Receive your no-obligation Retirement Income Analysis Schedule a free 30 minute consultation with me

9. How to Contact Me info@colliemoye.com www.colliemoye.com Twitter @colliemoye www.linkedin.com/in/colliemoye/ Mobile 512-554-9270