Are you contemplating your retirement options, but have questions about your readiness?
Have you thought about your retirement lifestyle choices?
Have you prioritized your retirement Needs, Wants, and Wishes?
Have you identified the funding needed for your retirement dreams?
How will I cover my normal day-to-day living expenses?
How will healthcare expenses impact my retirement?
How do my needs and wants fit into my retirement cash flow?
Transportation
Home Repairs
Family Gifts
Special Need Concerns
Vacations
Special Occasions
Will I have funds available for my DREAMS?
Family Education / College Funding
Travel
Legacy Gifts
Extended Care
Other Personal Goals and Dreams
If so, please contact Don for a review of your current situation and your retirement goals. We will work together to evaluate your retirement readiness.
Check out this link for a quick readiness checklist – Red Yellow Green Light Finances Worksheet
Call 309 825 6949 for a complimentary get acquainted meeting today!
Email Don.dlwplanning@gmail.com