Description: You can comfortably live off passive income from multiple sources (rentals, dividends, business profits). Your focus now is on protecting and distributing wealth, legacy-building, and pursuing meaningful endeavors.
How to Move Up (Sustain & Elevate):
Legacy & Estate Planning:
- Formalize a will or trust to ensure smooth wealth transfer.
- Review and update insurance policies for yourself and beneficiaries.
Philanthropy & Mentorship:
- Engage in community-building projects or fund scholarships.
- Guide aspiring entrepreneurs—especially those from your local community or BPO background.
Continuous Optimization:
- Regular check-ins with financial/legal professionals to adjust strategies as the market changes.
- Explore new opportunities aligned with your values and long-term goals.