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Your Needs - Planning PDF Print E-mail

Whether your goals are simple and straightforward or complex and multi-faceted, it helps to plan.

  • If your goal is to retire, you want to be sure you have enough resources to retire.

  • If you are retiring and have the option of a lump sum payment or an annuity, you may want analytical guidance.

  • If you or your spouse are eligible for Social Security, you may want to understand the implications of various approaches so as to make informed choices that work well for you.

  • If you have already retired, you want to make sure your resources will stand the test of time and meet your needs for the lifetime of you and your spouse.

  • If you have already retired, you want to know how much you can comfortably spend without jeopardizing your financial future.

  • If you care about your financial future, you may want periodic check-ups/reviews to make sure you are on the right track for the tomorrows you want.

  • If you have resources, you may care about maximizing the amount you leave to your loved ones and minimizing the amount you leave to the government.

  • If you do not have enough resources to self-insure, you may want financial protection for contingencies such as a need for long-term care.

  • If you have children or grandchildren needing education, you may want to help with education funding.

  • If you have an adult child who is economically dependent on you, you may want a plan to help transition him or her to economic independence.

  • If you have charitable interests, you may want to give more during your lifetime or make arrangements for gifts at death.