Household Income
How much of your retirement living expenses will be covered by guaranteed income (pensions, annuities,
Social Security)?
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Household Income
Have you coordinated the timing of Social Security and pension elections with your broader retirement plan?
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Expenses
Do you have a detailed retirement budget (including discretionary and inflation adjustments)?
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Expenses
How confident are you that your planned expenses align with your lifestyle goals?
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Allocation
Do you feel your portfolio is diversified?
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Allocation
What best describes your investment strategy in retirement?
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Longevity
What planning horizon have you assumed for your retirement? Consider that 51% of surviving spouses live to
age 90.
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Longevity
Have you considered the financial impact of one spouse outliving the other by 10+ years?
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Taxes
Do you have a strategy for managing required minimum distributions (RMDs) and tax-efficient withdrawals?
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Taxes
How tax-diversified are your assets (tax-deferred, Roth, taxable)?
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Healthcare
Have you planned for healthcare costs before and after Medicare kicks in?
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Healthcare
Have you addressed long-term care risk (insurance, earmarked funds, or family plan)?
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About You
How much do you have saved in cash and investments?
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Your age
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