ARE YOU RETIRING SOON?

13 IMPORTANT QUESTIONS TO ASK BEFORE YOU RETIRE

Questions that a retirement planning advisor may pose in order to assist you with either the decision to retire, or to assist you in planning your life after retirement, should be:

  1. Do you want to help your children or grandchildren with the cost of education and/or weddings?
  2. Do you want to buy a vacation property?
  3. Are you going to sell your home and downsize to help finance your retirement?
  4. Will you start a new hobby?
  5. Will you volunteer?
  6. Will you work part-time?
  7. Will you further your education?
  8. Will you be a 2 or 1 car family?
  9. How much traveling do you plan on doing?
  10. Will you start a second career?
  11. Have you done a brochure sheet?
  12. Have you done a net worth statement?
  13. Have you done a projected monthly budget?

Retirement¬†needs answers, “Planned or by the seat of one’s pants.” Time is up. tomorrow is today.

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