Getting Started: Retirement Planning Tips

From A Will Rogers Institute Newsletter:

I am pleased you heard about Retirement Planning: Getting Started, the newest addition to our Life Planning Series. You will be happy to know there is no charge to view this collection of online articles at our Web site, www.wrpioneers.org. You may also print the articles from our website as often as you like without any charge.

As you begin your retirement planning, you may find it helpful to explore and consider your personal goals for each of the six areas introduced in Retirement Planning: Getting Started:

•Estate Planning
•Financial Planning
•Insurance
•Social Security
•Staying Healthy & Enjoying Life
•Supportive Services & Housing

The short articles listed under each of these six areas will give you a basic understanding of important retirement planning issues and the resources to help you begin planning. The articles are written by knowledgeable lawyers and are regularly revised to keep current with changes in the law. I think you will find the articles concise and easy to understand.

I suggest you request The 4 Steps of Long Term Care Planning, a free booklet that is also available through our Life Planning Series. This booklet focuses on long term care planning, but it offers a wide range of resources and strategies that can also be applied to retirement planning.

Setting aside time now to plan for a successful retirement is usually a challenge for people as young as you. Ask yourself each year when you complete your income tax return, what you did the past year to plan for your retirement. Always set goals for the coming year, even if it is just to explore and understand another aspect of retirement planning.


For more information contact Senior Solutions at (954) 456-8984 or toll free at 1-800-213-3524