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Neighbor News

Plan, Retire, Relax Retirement Series #3

You can plan for a great retirement, but first you must get your financial house in order.

#3

Can you say yes to these retirement statements?

You can plan for a great retirement, but first you must get your financial house in order. Being confident that these five statements are true for you is important to your future retirement success:

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1. My spouse and I feel confident that our savings and investments are adequate to cover all the financial goals we have for retirement.

2. We have little or no debt and keep any debt under control.

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3. We’ve looked at our spending and eliminated spending that is wasteful and reduced spending that’s unnecessary.

4. The financial expectations my spouse and I have are realistic. We estimate future income, savings growth, and investment gains conservatively. And we don’t downplay future financial risks.

5. Our financial plan is in writing. We review it at least annually.

For more ways to increase your prospects for a comfortable retirement, download my free 41-page ebook, Plan, Retire, Relax.

Summit Investor Coach Gene Offredi CFP RFC

www.summitinvestorcoach.com

203.453.1017

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