Retirement Plan
Workbook
Email *
Current Age
Target Retirement Age *
Your retirement goals *
Give your top three retirement goals/activities *
How much do you expect to spend on your top 3 retirement goals *
Do you have debts/loans? *
Do you expect to have zero debt upon retirement? *
Do you have a long-term health care plan to take care of your retirement years? *
Do you have health issues that require maintenance medicines? *
Do you observe a healthy lifestyle? *
How long do you expect to live after retirement (give number of years) *
Do you have employer retirement benefits? *
Are you saving regularly for retirement? *
Your expected retirement income sources *
Your total current monthly expenses *
Your current monthly expenses consist of *
What expenses will be eliminated or reduced during retirement? *
What expenses will be added/increased during retirement? *
Give an estimate of your income during retirement (pension and others) *
*
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