A personalized financial plan helps individuals and families come to grips with the reality of retirement. Will you and yours have sufficient resourses to maintain you lifestyle and live comfortably in retirement? The first step is to assess where you are at now financially and evaluate your pre and post retirement anticipated income and expenses. The goal is to determine if your post retirement income, from all sources, will be sufficient for you and your family to maintain the lifestyle you desire. If your evaluation reveals a deficit, less funds than you need, you have time to make the necessary changes. We offer several downloadable worksheets that can help:
This forum is designed to address financial planning issues that you may encounter when planning your retirement. There are many interrelated financial planning steps to consider and this forum will shed light on areas of special interest to federal employees and annuitants.
We are currently seeking a forum host for our financial planning forum.
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