The Anatomy of a Supplemental Health Plan
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Number 1) What rate of return do you need on your savings and other investments in order to retire at your current standard of living and have enough money to last your life expectancy?
Number 2) How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and your money last until life expectancy?
Number 3) Doing what your currently doing, how long will you have to work to able to retire and live your current lifestyle until life expectancy?
Number 4) If you don't do things differently, how much will you have to reduce your standard of living, i.e. reduced retirement income, at retirement for your money to last your life expectancy?
Don't have the answers or your current adviser has never asked these questions? We can answer these basic questions for you in your first free initial consultation. Can you find your way to retirement without these critical answers?
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