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Financial Planning Forum

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Financial Planning Forum - (Currently Vacant)

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.  

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While the publisher and author have used their best efforts in providing financial planning information, they make no representations or warranties with respect to the accuracy or completeness of the content of this forum and Website, replies to site visitor questions, or prepared articles, and they specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. The advice and strategies contained herein may not be suitable for your situation. You should consult with a financial planning professional where appropriate. Neither the publisher or author shall be liable for any loss or any other commercial damages, including but not limited to special, incidental, consequential, or other damages.