Plan, Retire, Relax Retirement Series #6

#6

3 retirement statements most people cannot complete

1. Because people are retiring earlier and living longer, the average retiree will spend about _______ percent of adult life in retirement.

2. Comprehensive retirement planning is multidimensional. It requires making choices about housing,

health care, income, and being sensitive to _____________ planning issues.

3. In today’s world we tend to have _________________________ expectations about our retirement lifestyle. We expect to lead active lives with a full array of medical services and benefits. That takes planning.

(Answers: 1) 33%; 2) estate; 3) high or enhanced or a similar word)

How’d you do? For more answers to retirement issues, download my free 41-page ebook, Plan, Retire, Relax.

Summit Investor Coach Gene Offredi CFP RFC

www.summitinvestorcoach.com

203.453.1017