Retirement Planning

Retirement – What’s My Number?

How Do I Know… What’s My Number?
A good friend and client of mine called me one day and said, “Kate, what’s my number?” I love those calls because it means that we get to define the answer to the following five key questions that stand in the way between uncertainty and Your Financial Peace of Mind.

The statement was popularized by ING with their great ads showing people carrying around various ‘numbers’ while they participated in everyday life – it was a true gem. The answer, it’s different for everyone (which we know – all of the numbers were different). To find out the answer for you and your family, you need to understand the answers to the five (5) questions:

The Top 5 Questions You MUST Know the Answer to so You Can Retire With Peace of Mind:

What rate of return must be earned on my savings and investment dollars to be able to retire at my current standard of living and have my money last through my life expectancy?
My Number Is: _______________%

How much do I need to save on a monthly or annual basis to be able to retire at my current standard of living and have my money last till life expectancy?
My Number Is: $_______________

Doing what I am currently doing, how long will I have to work to be able to retire and live my current lifestyle till life expectancy?
My Number Is:_______________

If I don’t do anything different than I am doing today, how much will I have to reduce my standard of living at retirement for my money to last to my life expectancy?
My Number Is:_______________

At what age should I/we start taking Social Security to maximize the benefit for my family?
My Number Is:_______________
My (Spouse’s) Number Is:_______________

Want to know what Your Number is?
Schedule a 30 minute Web based or in office Appointment. To prepare yourself… take a quick look at our FREE download to help walk you through the tough stuff…

  • How much do you think you NEED?
  • How much do you think you WANT? In Retirement?
  • How much do you think you WISH FOR?

“What’s YOUR Number?”