- check presentations at http://www.slideshare.net/clubalthea
- compiled by connie dello buono 4088541883 motherhealth@gmail.com
Sample recommendations for a retirement roadmap based on your goals and needs
- Use life insurance to fund survivorship years
- protect yourself from large, unexpected needs (purchase a long-term care policy)
- consider an annuity as a conservative investment (37% of your investments for long-term savings)
- Review your total asset allocations
- Further analysis of your qualified retirement plans (weed out conflicting info, get a financial planner)
- Rearrange your investments of available assets for retirement
- put recommendations into action
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