Page 2 - Mumme Booklet
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DRAFT
TABLE OF CONTENTS
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Current Financial Position............................................................................................................... 4
Retirement..................................................................................................................................... 16
Asset Allocation............................................................................................................................. 34
Long-Term Care – Doug................................................................................................................ 43
Long-Term Care – Marie............................................................................................................... 51
Survivor Income - Doug................................................................................................................. 62
Survivor Income - Marie................................................................................................................ 73
Education...................................................................................................................................... 83
Recommendations......................................................................................................................... 86
Assumptions.................................................................................................................................. 93
Disclosures.................................................................................................................................... 98
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This plan is not complete without the Assumptions and Disclosures pages appearing at the end.
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