Questions to Answer Before You Retire

Retirement Countdown Guidebook

You have been planning for this moment throughout your career—and when you’re about five years away and have at least $500,000 saved, it may be time to start the final approach. It can feel stressful because there isn’t much room for error. Our guidebook offers some questions to answer before you retire.

As you prepare for your next chapter, you’ll encounter several challenges and complex decisions. Most people will only retire once, which is why determining the timing can feel particularly daunting.

We have helped guide thousands of people into retirement and distilled that collective wisdom in this guidebook. Every journey is unique, but there are always common threads. This guide is a collection of our foundational beliefs, perspectives, and strategies about retirement.

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Questions to Answer Before You Retire (Guidebook Chapters)

Chapter 1: Am I Really Ready to Retire?

Addressing key emotional and financial factors is essential when deciding to retire.

Chapter 2: How Do I Calculate My Net Worth?

Your net worth is a benchmark you can use to determine whether you are on track to achieve your goals.

Chapter 3: How Do I Replace My Income in Retirement?

Working toward achieving your financial goals without depleting your resources.

Chapter 4: How Do I Account for Social Security, Medicare, and Taxation in Retirement?

Learning the rules to the game to maximize opportunities and avoid costly missteps.

Chapter 5: How Do I Plan for Health Care Costs?

Incorporating projected health care costs into your retirement plan.

Chapter 6: Should I Consider Hiring a Financial Advisor?

Finding a financial advisor you can trust and is a good fit can be a daunting task.

Chapter 7: What Should I Do Next?

Seeing how the different pieces of your plan fit together.

Bonus Chapter: Retirement Workbook

Putting the details of your retirement plan on paper.

Bonus Chapter: Budget Worksheet

Creating a realistic monthly budget based on your retirement income.

About Savant

Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses across the nation. Since 1986, we have focused on one key principle—that all financial advice should be made strictly in the best interest of the client. But it goes beyond that. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.