Retirement Plan

Retirement planning is the process of deciding what your retirement goals are and the actions and decisions you need to undertake to bring these goals to fruition. It involves estimating expenses and saving and identifying other sources of potential retirement income.

• Pensions? 401K? Life Insurance? Annuities? Social Security?
• Traveling Funds? House Payments? Medical Expenses?
• Retirement Income?, Saving Account?, Pre-Tax/Post-Tax Investments?
• Charity and Religion Donations? Leaving a Legacy?