Fiscal Lens
Budgeting, Investment Tracking and Retirement Planning all in one easy to use website.
The Fiscal Lens Approach
Budgeting
Early Professionals – A Time to Save…Avoid Debt
1. Save at least 6% per year in a 401k
a. Pick aggressive funds
2. Balance your Budget
a. Don’t buy more house or car than you can afford!
3. Never borrow from your savings or extend your credit card payments to fund mortgage, rent or auto payments! This is the #2 mistake, behind not saving enough, young professionals make.
4. Pay off credit card balances each month
Investment Tracking
Peak Earning Period Professionals – Focus on Investments
1. Same three as Early Professionals
2. Increase focus on Investment Performance and Retirement Planning
Retirement Planning
1. Set your Retirement Goals and Parameters
a. When do you want to retire
b. How much will you spend when you retire
c. What income will you have when you retire
d. What is your lifespan
e. What is your net worth goal at death
2. Modify your investment strategy based on your goals
a. If the modeling suggests you are meeting your goals, pivot to a more conservative investment strategy (begin to protect your position)
b. Move investments to tax advantaged accounts
c. Set your retirement budget
Welcome to Fiscal Lens! We are a website dedicated to improving users' ability to manage their financial lifecycle. From Budgeting to Investment Tracking to Retirement Planning, we have the integrated toolset to ensure you stay on track.
Click here to claim your Sponsored Listing.
Category
Website
Address
Boca Raton, FL
33486
FlashBanc, LLC
185 NW Spanish River Boulevard, 205
Boca Raton, 33431
FlashBanc LLC is a registered ISO of Wells Fargo Bank, N.A., Walnut Creek, CA. 24hrs a day 365 days
Christina A. Karas, Vice President / Investments - Stifel
2650 North Military Trail, Suite 400
Boca Raton, 33431
Glasband Stempel Wealth Management Group at RBC Wealth Management
5355 Town Center Road, Suite 800
Boca Raton, 33486
Our business is your family. And our commitment to protecting your principal and providing security
Stu Naar, Reverse Mortgage Specialist, NMLS# 216684
17061-3 EMILE Street
Boca Raton, 33487
With 18 + yrs. experience originating Reverse Mortgages, I am truly a believer in the product
Palm Wealth Partners
7100 West Camino Real Suite 302-1
Boca Raton, 33433
Wealth Management Firm dedicated to providing the highest quality financial services to our clients
FayFinance วางแผนการเงินให้รอบด้านสำหรับคนไทยในอเมริกา
Boca Raton, 33437
FayFinace อยากให้คนไทยในอเมริกามีความรู้ทางด้านการเงินที่สำคัญกับเรา และมีการวางแผนการเงินในรอบด้าน
Nathan Dostie - Northwestern Mutual
902 Clint Moore Road Suite 228
Boca Raton, 33487
Passion for supporting and protecting individuals, families, and businesses from the stresses of everyday life. Helping people thrive in any, and all situations.
GoldStreet Holdings Limited Partnership
2255 Glades Road , Ste. 324A
Boca Raton, 33431
GoldStreet Holdings Limited Partnership’s mission is to provide High Net Worth Retail investors access to private, highly lucrative investments that typically only exist for Wall S...
Matthew Olsen - Northwestern Mutual
1515 S. Federal Highway, Suite 208
Boca Raton, 33432
As your Wealth Management Advisor, my team and I will listen, clarify and help prioritize your goals and aspirations. This is essential before developing a personalized financial ...
All About Mortgage, Paola Fassina NMLS 865366
6919 SW 18th Street, Suite C200 Off 230
Boca Raton, 33433
ASB Financial Boca Raton Office
7035 Beracasa Way
Boca Raton, 33433
Medicare Incidentals Retirement Planning Post-Hospital Care Life Insurance Wills & Trust Annuities Long Term Care