Neighbor News
Plan, Retire, Relax Retirement Series #5
How healthy are your retirement plans? Retirement can provide you with golden years.
#5
How healthy are your retirement plans?
Retirement can provide you with golden years. But you must be financially prepared and money-smart. For one test of your “retirement planning health,” see if you can agree that each of the following five statements applies to you:
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1. My spouse and I invest in ways that will grow our money for the long term.
2. We both feel we will achieve our retirement and other financial goals.
Find out what's happening in Madisonfor free with the latest updates from Patch.
3. We are frequently looking for new financial knowledge and tactics that may improve our
situation.
4. When questions or issues about money arise we talk about them and work things out.
5. Along with preparing financially for retirement, my spouse and I are also preparing in
other ways (like housing and health needs.)
Make your retirement comfort more likely. Review the ideas in my free 41-page ebook, Plan, Retire, Relax.
Summit Investor Coach Gene Offredi CFP RFC
203.453.1017
