I set personal goals at various stage of my life.As I used to do regional role,i saved almost 70% of my salary.
I didn’t really keep track of my wealth until one day a financial advisor sat down with me.i listed whatever I could think of.But I forgotten about my ESPP.The US stocks I am trying to sell to avoid estate tax in the event,I RIP.
I used to be a conservative person and whatever method is available to reduce income tax,I would have a share in it.Endowment plan,SRS,top up my CPF or donations etc.
If you have a solid and well organised retirement plan,you do not have to put a price to it.You will be shocked with the amount when one fine day,you sit down and listed down all the items you have.You will be shocked!This was what happened to be when I did the exercise 3 years ago.Happy problem!
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I am glad you did. Best wishes.