{"id":139,"date":"2021-04-26T13:58:24","date_gmt":"2021-04-26T20:58:24","guid":{"rendered":"https:\/\/tvfpprod.wpenginepowered.com\/examples\/"},"modified":"2024-10-02T23:41:19","modified_gmt":"2024-10-03T06:41:19","slug":"examples","status":"publish","type":"page","link":"https:\/\/treasurevalleyplanning.com\/our-difference\/examples\/","title":{"rendered":"Examples"},"content":{"rendered":"<div id=\"cs-content\" class=\"cs-content\"><div class=\"x-section e139-e1 m3v-0 m3v-1\"><div class=\"x-bg\" aria-hidden=\"true\"><div class=\"x-bg-layer-lower-image\" data-x-element-bg-layer=\"{&quot;parallaxSize&quot;:&quot;150%&quot;,&quot;parallaxDir&quot;:&quot;v&quot;,&quot;parallaxRev&quot;:false}\" style=\" background-image: url(https:\/\/treasurevalleyplanning.com\/wp-content\/uploads\/2021\/04\/city-scape_examples.jpeg); background-repeat: no-repeat; background-position: center; background-size: cover;\"><\/div><div class=\"x-bg-layer-upper-color\" style=\" background-color: rgba(53, 34, 69, 0.74);\"><\/div><\/div><div class=\"x-row x-container max width e139-e2 m3v-6 m3v-7 m3v-8 m3v-9 m3v-a m3v-i m3v-j\"><div class=\"x-row-inner\"><div class=\"x-col e139-e3 m3v-t m3v-u m3v-v\"><div class=\"x-text x-content e139-e4 m3v-14 m3v-15 m3v-16 m3v-17 m3v-18 m3v-19 m3v-1a\">Ready For A<\/div><div class=\"x-text x-text-headline e139-e5 m3v-1l\"><div class=\"x-text-content\"><div class=\"x-text-content-text\"><h1 class=\"x-text-content-text-primary\"><span style=\"color: #ffffff;\">WINNING COMBINATION?<\/span><\/h1><\/div><\/div><\/div><a class=\"x-anchor x-anchor-button has-graphic e139-e6 m3v-1m m3v-1n m3v-1o m3v-1p\" tabindex=\"0\" href=\"#body\"><div class=\"x-anchor-content\"><span class=\"x-graphic\" aria-hidden=\"true\"><i class=\"x-icon x-graphic-child x-graphic-icon x-graphic-primary\" aria-hidden=\"true\" data-x-icon-l=\"&#xf309;\"><\/i><\/span><\/div><\/a><\/div><\/div><\/div><\/div><div class=\"x-section e139-e7 m3v-0 m3v-2 m3v-3\"><div class=\"x-row x-container max width e139-e8 m3v-6 m3v-9 m3v-a m3v-b m3v-c m3v-d m3v-i m3v-k\"><div class=\"x-row-inner\"><div class=\"x-col e139-e9 m3v-t m3v-u\"><ul class=\"x-menu-first-level x-menu x-menu-inline e139-e10 m3v-1w m3v-1x\" data-x-hoverintent=\"{&quot;interval&quot;:50,&quot;timeout&quot;:500,&quot;sensitivity&quot;:9}\"><li class=\"menu-item menu-item-type-custom menu-item-object-custom menu-item-34\" id=\"menu-item-34\"><a class=\"x-anchor x-anchor-menu-item has-particle m3v-1m m3v-1n m3v-1o m3v-1q m3v-1r m3v-1s m3v-1t\" tabindex=\"0\" href=\"\/our-difference\/retirement-planning\/\"><span class=\"x-particle is-primary\" data-x-particle=\"scale-y inside-b_c\" aria-hidden=\"true\"><span style=\"\"><\/span><\/span><div class=\"x-anchor-content\"><div class=\"x-anchor-text\"><span class=\"x-anchor-text-primary\">RETIREMENT INCOME PLANNING<\/span><\/div><\/div><\/a><\/li><li class=\"menu-item menu-item-type-custom menu-item-object-custom menu-item-35\" id=\"menu-item-35\"><a class=\"x-anchor x-anchor-menu-item has-particle m3v-1m m3v-1n m3v-1o m3v-1q m3v-1r m3v-1s m3v-1t\" tabindex=\"0\" href=\"\/our-difference\/investment-management\/\"><span class=\"x-particle is-primary\" data-x-particle=\"scale-y inside-b_c\" aria-hidden=\"true\"><span style=\"\"><\/span><\/span><div class=\"x-anchor-content\"><div class=\"x-anchor-text\"><span class=\"x-anchor-text-primary\">INVESTMENT MANAGEMENT<\/span><\/div><\/div><\/a><\/li><li class=\"menu-item menu-item-type-custom menu-item-object-custom menu-item-36\" id=\"menu-item-36\"><a class=\"x-anchor x-anchor-menu-item has-particle m3v-1m m3v-1n m3v-1o m3v-1q m3v-1r m3v-1s m3v-1t\" tabindex=\"0\" href=\"\/our-difference\/estate-planning\/\"><span class=\"x-particle is-primary\" data-x-particle=\"scale-y inside-b_c\" aria-hidden=\"true\"><span style=\"\"><\/span><\/span><div class=\"x-anchor-content\"><div class=\"x-anchor-text\"><span class=\"x-anchor-text-primary\">ESTATE PLANNING<\/span><\/div><\/div><\/a><\/li><li class=\"menu-item menu-item-type-custom menu-item-object-custom menu-item-37\" id=\"menu-item-37\"><a class=\"x-anchor x-anchor-menu-item has-particle m3v-1m m3v-1n m3v-1o m3v-1q m3v-1r m3v-1s m3v-1t\" tabindex=\"0\" href=\"\/our-difference\/tax-planning\/\"><span class=\"x-particle is-primary\" data-x-particle=\"scale-y inside-b_c\" aria-hidden=\"true\"><span style=\"\"><\/span><\/span><div class=\"x-anchor-content\"><div class=\"x-anchor-text\"><span class=\"x-anchor-text-primary\">TAX PLANNING &#038; PREPARATION<\/span><\/div><\/div><\/a><\/li><li class=\"menu-item menu-item-type-custom menu-item-object-custom menu-item-38\" id=\"menu-item-38\"><a class=\"x-anchor x-anchor-menu-item has-particle m3v-1m m3v-1n m3v-1o m3v-1q m3v-1r m3v-1s m3v-1t\" tabindex=\"0\" href=\"\/our-difference\/risk-management\/\"><span class=\"x-particle is-primary\" data-x-particle=\"scale-y inside-b_c\" aria-hidden=\"true\"><span style=\"\"><\/span><\/span><div class=\"x-anchor-content\"><div class=\"x-anchor-text\"><span class=\"x-anchor-text-primary\">RISK MANAGEMENT<\/span><\/div><\/div><\/a><\/li><\/ul><\/div><\/div><\/div><\/div><div class=\"x-section e139-e11 m3v-0 m3v-3 m3v-4\" id=\"body\"><div class=\"x-row x-container max width e139-e12 m3v-6 m3v-9 m3v-b m3v-d m3v-e m3v-i m3v-l\"><div class=\"x-row-inner\"><div class=\"x-col e139-e13 m3v-t m3v-u\"><div class=\"x-text x-content e139-e14 m3v-14 m3v-15 m3v-16 m3v-17 m3v-19 m3v-1b m3v-1c\">To Retire Confidently And Stay Confidently Retired,<\/div><div class=\"x-text x-content e139-e15 m3v-14 m3v-15 m3v-16 m3v-17 m3v-19 m3v-1c m3v-1d\">A 360 Approach Must Be Applied.<\/div><\/div><\/div><\/div><div class=\"x-row x-container max width e139-e16 m3v-6 m3v-8 m3v-a m3v-f m3v-g m3v-m m3v-n\"><div class=\"x-row-inner\"><div class=\"x-col e139-e17 m3v-t m3v-w m3v-x m3v-y m3v-z\"><div class=\"x-text x-content e139-e18 m3v-14 m3v-15 m3v-17 m3v-18 m3v-19 m3v-1e m3v-1f\">Situation<\/div><\/div><div class=\"x-col e139-e19 m3v-t m3v-u m3v-w m3v-x\"><div class=\"x-text x-content e139-e20 m3v-14 m3v-15 m3v-17 m3v-18 m3v-19 m3v-1e m3v-1f\">Solution<\/div><\/div><\/div><\/div><div class=\"x-row x-container max width e139-e21 m3v-6 m3v-a m3v-b m3v-c m3v-g m3v-h m3v-m m3v-o\"><div class=\"x-row-inner\"><div class=\"x-col e139-e22 m3v-t m3v-w m3v-y m3v-z m3v-10 m3v-11\"><div class=\"x-text x-content e139-e23 m3v-15 m3v-1e m3v-1g m3v-1h m3v-1i m3v-1j\">You need some hands-on guidance on which investment strategies are right for you.<\/div><\/div><div class=\"x-col e139-e24 m3v-t m3v-w m3v-y m3v-10 m3v-11 m3v-12\"><div class=\"x-text x-content e139-e25 m3v-15 m3v-19 m3v-1e m3v-1g m3v-1i m3v-1k\">Investment Management<\/div><div class=\"x-text x-content e139-e26 m3v-14 m3v-15 m3v-1e m3v-1i m3v-1j\">Accomplish your short- and long-term objectives with an investment portfolio tailored to you. We go above and beyond \"buy and hold\" with low cost funds and a defined investment strategy.<\/div><a class=\"x-anchor x-anchor-button e139-e27 m3v-1n m3v-1o m3v-1r m3v-1s m3v-1v m3v-5\" tabindex=\"0\" href=\"\/our-difference\/investment-management\/\" data-x-effect=\"{&quot;durationBase&quot;:&quot;300ms&quot;}\"><div class=\"x-anchor-content\"><div class=\"x-anchor-text\"><span class=\"x-anchor-text-primary\">Learn More<\/span><\/div><\/div><\/a><\/div><\/div><\/div><div class=\"x-row x-container max width e139-e28 m3v-6 m3v-a m3v-b m3v-c m3v-g m3v-h m3v-m m3v-p\"><div class=\"x-row-inner\"><div class=\"x-col e139-e29 m3v-t m3v-w m3v-y m3v-z m3v-10 m3v-13\"><div class=\"x-text x-content e139-e30 m3v-15 m3v-1e m3v-1g m3v-1h m3v-1i m3v-1j\">You want to know if you have saved enough to retire as desired.<\/div><\/div><div class=\"x-col e139-e31 m3v-t m3v-w m3v-y m3v-10 m3v-12 m3v-13\"><div class=\"x-text x-content e139-e32 m3v-15 m3v-19 m3v-1e m3v-1g m3v-1i m3v-1k\">Retirement Income Planning<\/div><div class=\"x-text x-content e139-e33 m3v-14 m3v-15 m3v-1e m3v-1i m3v-1j\">Using technology, we will illustrate your entire financial picture in one place. We will apply creative planning to improve your situation.<\/div><a class=\"x-anchor x-anchor-button e139-e34 m3v-1n m3v-1o m3v-1r m3v-1s m3v-1v m3v-5\" tabindex=\"0\" href=\"\/our-difference\/retirement-planning\/\" data-x-effect=\"{&quot;durationBase&quot;:&quot;300ms&quot;}\"><div class=\"x-anchor-content\"><div class=\"x-anchor-text\"><span class=\"x-anchor-text-primary\">Learn More<\/span><\/div><\/div><\/a><\/div><\/div><\/div><div class=\"x-row x-container max width e139-e35 m3v-6 m3v-a m3v-b m3v-c m3v-g m3v-h m3v-m m3v-q\"><div class=\"x-row-inner\"><div class=\"x-col e139-e36 m3v-t m3v-w m3v-y m3v-z m3v-10 m3v-11\"><div class=\"x-text x-content e139-e37 m3v-15 m3v-1e m3v-1g m3v-1h m3v-1i m3v-1j\">You want to know if you can do anything about the looming tax-bubble inside your pre-taxed retirement plans, before the government applies the RMD (Required minimum distribution.)<\/div><\/div><div class=\"x-col e139-e38 m3v-t m3v-w m3v-y m3v-10 m3v-11 m3v-12\"><div class=\"x-text x-content e139-e39 m3v-15 m3v-19 m3v-1e m3v-1g m3v-1i m3v-1k\">Tax Planning & Preparation<\/div><div class=\"x-text x-content e139-e40 m3v-14 m3v-15 m3v-1e m3v-1i m3v-1j\">We'll discuss some creative ideas to see if we can mitigate against this issue, so you and your family can keep more of your money instead of the government.<\/div><a class=\"x-anchor x-anchor-button e139-e41 m3v-1n m3v-1o m3v-1r m3v-1s m3v-1v m3v-5\" tabindex=\"0\" href=\"\/our-difference\/tax-planning\/\" data-x-effect=\"{&quot;durationBase&quot;:&quot;300ms&quot;}\"><div class=\"x-anchor-content\"><div class=\"x-anchor-text\"><span class=\"x-anchor-text-primary\">Learn More<\/span><\/div><\/div><\/a><\/div><\/div><\/div><div class=\"x-row x-container max width e139-e42 m3v-6 m3v-a m3v-b m3v-c m3v-g m3v-h m3v-m m3v-r\"><div class=\"x-row-inner\"><div class=\"x-col e139-e43 m3v-t m3v-w m3v-y m3v-z m3v-10 m3v-13\"><div class=\"x-text x-content e139-e44 m3v-15 m3v-1e m3v-1g m3v-1h m3v-1i m3v-1j\">Is my will updated and legal in the state of Idaho? Do I need a trust?<\/div><\/div><div class=\"x-col e139-e45 m3v-t m3v-w m3v-y m3v-10 m3v-12 m3v-13\"><div class=\"x-text x-content e139-e46 m3v-15 m3v-19 m3v-1e m3v-1g m3v-1i m3v-1k\">Estate Planning<\/div><div class=\"x-text x-content e139-e47 m3v-14 m3v-15 m3v-1e m3v-1i m3v-1j\">We will help you determine the appropriate level of estate planning for your needs. We can assist in getting this work done through our contracted team of estate planner and attorneys.<\/div><a class=\"x-anchor x-anchor-button e139-e48 m3v-1n m3v-1o m3v-1r m3v-1s m3v-1v m3v-5\" tabindex=\"0\" href=\"\/our-difference\/estate-planning\/\" data-x-effect=\"{&quot;durationBase&quot;:&quot;300ms&quot;}\"><div class=\"x-anchor-content\"><div class=\"x-anchor-text\"><span class=\"x-anchor-text-primary\">Learn More<\/span><\/div><\/div><\/a><\/div><\/div><\/div><div class=\"x-row x-container max width e139-e49 m3v-6 m3v-a m3v-b m3v-c m3v-g m3v-h m3v-m m3v-s\"><div class=\"x-row-inner\"><div class=\"x-col e139-e50 m3v-t m3v-w m3v-y m3v-z m3v-10 m3v-11\"><div class=\"x-text x-content e139-e51 m3v-15 m3v-1e m3v-1g m3v-1h m3v-1i m3v-1j\">If something happens to me, can my spouse still on-track for retirement?<\/div><\/div><div class=\"x-col e139-e52 m3v-t m3v-w m3v-y m3v-10 m3v-11 m3v-12\"><div class=\"x-text x-content e139-e53 m3v-15 m3v-19 m3v-1e m3v-1g m3v-1i m3v-1k\">Risk Management<\/div><div class=\"x-text x-content e139-e54 m3v-14 m3v-15 m3v-1e m3v-1i m3v-1j\">We will run \"what-if\" scenarios to ensure all angles are considered so you can feel confident in your retirement plan. <\/div><a class=\"x-anchor x-anchor-button e139-e55 m3v-1n m3v-1o m3v-1r m3v-1s m3v-1v m3v-5\" tabindex=\"0\" href=\"\/our-difference\/risk-management\/\" data-x-effect=\"{&quot;durationBase&quot;:&quot;300ms&quot;}\"><div class=\"x-anchor-content\"><div class=\"x-anchor-text\"><span class=\"x-anchor-text-primary\">Learn More<\/span><\/div><\/div><\/a><\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Ready For AWINNING COMBINATION?RETIREMENT INCOME PLANNINGINVESTMENT MANAGEMENTESTATE PLANNINGTAX PLANNING &#038; PREPARATIONRISK MANAGEMENTTo Retire Confidently And Stay Confidently Retired,A 360 Approach Must Be Applied.SituationSolutionYou need some hands-on guidance on which investment strategies are right for you.Investment ManagementAccomplish your short- and long-term &#8230; <\/p>\n<div><a href=\"https:\/\/treasurevalleyplanning.com\/our-difference\/examples\/\" class=\"more-link\">Read More<\/a><\/div>\n","protected":false},"author":1,"featured_media":0,"parent":14,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-blank-4.php","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"class_list":["post-139","page","type-page","status-publish","hentry","no-post-thumbnail"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Retirement Planning Examples | Treasure Valley Financial Planning<\/title>\n<meta name=\"description\" content=\"You need a winning combination of retirement planning and investment management working in concert. 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