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Why Advisors Should Distinguish Base and Discretionary Expenses

Modern retirement theory assumes that all assets on an individual’s retirement sheet1 (financial capital, social contract, human capital) should be used for their definitional highest and best purpose. To determine the highest and best purpose of retirement sheet assets, goals are prioritized and assets and liabilities are matched.


Read the full article in Advisor Perspectives by Jason K. Branning and M. Ray Grubbs.