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Financial Planning for Retirement

As you plan for financial independence in retirement, take a moment to visualize your retirement ...are you traveling, visiting family, volunteering?

From where is your retirement money coming?

Are you working a second career in retirement?

<br /><br /><strong>Financial Independence in retirement will take planning.</strong>

Financial Independence in retirement will take planning.

You will need to consider taxes.

We are living a lot longer and this cost could be considerable - not only for the longevity but the possible health care costs.

Also, you will need to anticipate the impact of inflation on your dollars.

<strong><br /><br />So let me ask you the following questions:</strong>

So let me ask you the following questions:

  • Are you on track for financial independence?
  • Are you ready for the cost of retirement?
  • How much will you need?
  • Should your plan include LONG-TERM CARE INSURANCE?
  • Should I roll over my 401(K) assets to self-directed IRA?
  • Do I have enough protection for my family if something were to happen to me?
  • How much of my retirement income do I want to be guaranteed?
  • Do I want to leave a legacy? And if so, how do you plan to achieve this goal?

The amount of information about financial services and products can be overwhelming, but planning for your financial independence does not have to be confusing.

Put me on your calendar to review your current situation.

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