Many factors can affect your ability to support yourself
on your current retirement income, regardless of what you
initially planned. Is your current or projected lifestyle and
standard of living consistent with what you originally expected?
Have you experienced a major life event ? the death of a
spouse or child, birth of a child, marriage or major illness? Take
note of anything you have not previously considered. If your
original objectives have changed, make sure your plan still meets
your needs. For example, does it accommodate lifestyle changes
like more travel or a new hobby? You may need to direct some of
your current funds to other investments that better support your
goals.
You'll also want to take a look at your tax situation. Is
it the same, similar or very different from the situation you
envisioned when you first developed your retirement plan? What has
caused the difference, if one exists? An accountant can help you
determine how to address tax issues and a financial advisor can
help you make adjustments to your retirement plan to ensure that
you continue to live well during your retirement.
This is a FREE service to you.
Click this button to speak with someone immediately, it's free!
