 More fishing, longer vacations, a better golf game or a simpler lifestyle.
From now on you choose how to spend your time - every day!
You have been so diligent about planning it, it is finally time to live it! Don’t let complicated paperwork, looming fees and changing tax laws interfere with the wealth you’ve worked so hard to accumulate and the lifestyle you desire.
To be sure that your retirement years meet your expectations, don’t take chances on how to execute your distribution plan to your best advantage.
By contacting Julie Ferguson, Infinex Investment Executive and Chartered Retirement Plans SpecialistSM, you can spend your retirement as carefully as you have saved for it. That’s exactly what you’ve been waiting for!
5 elements to consider when you visualize your retirement lifestyle:
- Will your lifestyle be similar or different from your current lifestyle? More extravagant? Simpler?
- How much will that lifestyle cost per year?
- How will your family affect your retirement? Spouse, children, grandchildren and parents?
- How often do you plan to travel? How far?
- What health issues should you consider? Cost of medications? Health care of other family members?
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