Retirement & Financial Planning Report

Fall housecleaning time also is a good time to re-evaluate your finances. Key items

to consider:

  • Retirement planning. Even if you expect to receive a generous pension, you may

    not be putting aside enough money for your retirement. In many cases, people spend

    more money in retirement than they do during their working years. With more time,

    they often do more traveling, which can be expensive.


    You should work with a knowledgeable advisor to pick a reasonable life expectancy