Our checklist can assist in defining your retirement income needs by estimating your current expenses and your projected retirement expenses.
Leverage our checklist as an aide to determine the logical time to retire. Do you have enough
or do you need to keep working?
How to clearly define your sources of income and how they fit with your retirement strategy.
How to identify the optimal times to start taking social security income by determining your benefits and how it can affect your retirement strategy.
The various possible effects of taxation on your retirement income streams and how to potentially minimize taxes.