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Questions to Answer Before You Retire

Savant’s Retirement Planner eBook

Do you have a goal to retire in the next five years? You may be wondering what you need to know before you stop working.

The transition to retirement presents exciting experiences and complex decisions. Most people will retire only once, which is why determining the timing and details can feel particularly daunting.

Our Retirement Planner eBook will help you answer nine common questions before you retire. We have guided thousands of people and distilled that collective wisdom into this eBook. Every journey is unique, but there are always common threads.

Retirement Planner Ebook

Questions to Answer Before You Retire

Am I Financially Ready to Retire?

Evaluating the sustainability of your desired lifestyle in retirement is not a simple process.

Am I Emotionally Ready for Retirement?

No matter how ready you think you are for retirement, it’s a big change and can be intimidating.

Do I Know My Net Worth?

Do you have a clear picture of your assets and liabilities? Learn why you need a Personal Net Worth Statement and how to get started.

How Will I Replace My Income in Retirement?

You may be wondering how to re-create a paycheck during retirement. Learn more about how you can measure the sustainability of your retirement plan.

What Role Will Government Programs Play in My Retirement?

Like it or not, you and Uncle Sam will be working closely together during retirement. Learn more about key milestones and rules for Medicare, Social Security, and Retirement Withdrawals.

How Do I Plan for Health Care Costs?

When people think about their retirement, they often overlook healthcare. Learn more about your health insurance options and calculating the costs of health care.

What if I Want to Keep Working?

Are you weighing the pros and cons of a “transitional career” before retirement? Learn more about the freedom a traditional career could offer.

Should I Purchase a Family Vacation Home?

A vacation home can provide a special retreat for you and your family to gather and enjoy one another’s company. It not only brings emotional attachment but also unique estate planning challenges.


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