Retirement Planning

We have assembled a great deal of information on retirement planning and hope you will check out the areas you feel are of interest to you.  Each of the links below pretty much describes the content they contain; however the form to list assets might not appropriately describe its real purpose. This is a form that you can provide to your spouse, children, heirs, etc. which not only includes your assets, but the information they would need to have if you pass on or are unable to act.
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To reach the form to list assets click here

• Funding Your Retirement
• How to Retire with More Money
• How Much Can I Spend In Retirement
• Retirement Planning Guide (To plan for the future or meet with a retirement planner)
• Retirement Planning List (Areas you should be checking and evaluating prior to retiring)
• Increase Your Retirement Income
• Estate Planning
• Reverse Mortgage

Expenses during retirement years increase substantially because of increased longevity

Life expectancy after the age of 65 continues to increase. This means that your health care costs will continue for 20+ years or more.  In fact a couple both retiring at 65 in 2015 will have the expectation that one spouse is likely to live into her/his 90's.   As a result your retirement savings must last much longer as your retirement expenses will be extended  many more years than anticipated.Caring for Children or Aging Relatives or Both ​