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Finding Confidence in Retirement 04.15.13

Financial coach gameplan-forfvm

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Page 1: Financial coach gameplan-forfvm

Finding Confidence in Retirement04.15.13

Page 2: Financial coach gameplan-forfvm

Questions you should be asking

Page 3: Financial coach gameplan-forfvm

What are our family goals in retirement? 1

Page 4: Financial coach gameplan-forfvm
Page 5: Financial coach gameplan-forfvm

Goal SettingYour Relationship with MoneyAsset PlanningAsset ProtectionLeaving Your LegacyExtra Coverage Healthcare and Wellness

Create The Confident Retirement Game Plan

Tax Implication

Page 6: Financial coach gameplan-forfvm

The“frugal” condition

your relationship with money

Page 7: Financial coach gameplan-forfvm

Cost of Semi-Private Nursing Home Care