WISE TRUTH
Wealth Insight Strategy Engine • Targeted Retirement & Ultimate Wealth Horizon
Fixed Income Sources
Guaranteed, predictable income streams including Social Security, pensions, and annuities.
Add New Fixed Income Source
Enter the specific company, agency, or union name
This narrative is critical for understanding the full context of this income source.
Your Fixed Income Sources
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Variable Income Sources
Fluctuating income from investments, part-time work, and other sources.
Add New Variable Income Source
Your Variable Income Sources
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Fixed Expenses
Recurring monthly, quarterly, and annual costs that remain relatively stable.
Add New Fixed Expense
Your Fixed Expenses
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Variable Expenses
One-time purchases, irregular costs, and discretionary spending.
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Your Variable Expenses
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📊 Year-by-Year Projections
Comprehensive annual cash flow analysis with inflation adjustments and client narratives.
Enter your income and expenses in the other tabs, then click "Generate Projections" to see your year-by-year analysis.