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Financial Goals and Questions to Consider
Some Questions to Think About..
- How old should I be when I retire?
- Will I sell my home and move closer to relatives or to another destination?
- Did I want to take some time to travel?
- When I retire, what debt will I have, such as credit cards, car loans, or a mortgage?
- When I retire I will receive a lump sum. Should I take those funds and pay off my mortgage?
- Will I need to continue paying for my life insurance?
- Do I need long-term care insurance?
- How much money am I going to need when I retire?
- Do I want to go back to work after I retire?
- What will my end of year taxes look like after I retire?
- Will I receive my spouse’s social security?
ATRS, LLC.’s licensed and insured Retirement Advisors can assist you with these questions and any other questions that you might have.