RETIREMENT SPENDING

You made your plan, you worked your plan, but it seems that everything around you continues to increase in cost...

HOW MUCH RETIREMENT INCOME WILL YOU NEED?

Simple steps you can use to figure out what you’ll need and get your retirement plan going.

HOW TO EXECUTE YOUR RETIREMENT PLAN

Options for the money in your retirement plan.

KNOW WHERE YOUR MONEY IS GOING

Deciphering between your current needs and wants will help in the effectiveness of your retirement plan.

REQUIRED MINIMUM DISTRIBUTIONS

You will be facing Requirement Minimum Distributions from your retirement plans (except ROTH IRAs) once you are age 70 1/2.

REMEMBERING RETIREMENT MILESTONES

It is not only important that your investments keep pace with inflation, but they must also stay on pace with your changing goals, objectives and needs.

WATCHING WHERE AND HOW YOU INVEST

Some Key milestones to watch for throughout your retirement.

QUESTIONS YOU SHOULD BE ASKING

What are some ways for me to create a lifetime income with my nest egg?
What are ways and means for me to stage and gauge my retirement income as needed?
Are there means of having access to my money, in case of emergency, while providing a guaranteed income stream?
How do I balance between my retirement income “wants and needs” and the desire to leave an inheritance to my heirs?
What can I do to plan for “cost-of-living” increases in my retirement income?

YOU NEED A RAISE

Your portfolio needs to be structured in such a way as to be able to give yourself raises to keep pace with inflation.

TALKING TO A FINANCIAL COACH

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