Visualize Retirement Workbook

Visualize Retirement Workbook

Hey Joel! – My client wants to conduct an RFP for an ERISA attorney, what are important questions they should include?
March 4, 2019
BNY Mellon Class Action Lawsuit: Did You Receive A Notice Regarding A Class Action Lawsuit Settlement?
March 7, 2019
Visualize Retirement Workbook

Retirement planning is both a financial and nonfinancial process. You may have received financial resources from your employer or financial advisor. But putting money aside now for a future date may be more meaningful to you if you have a good idea of what you’re saving for. This workbook is intended to help you visualize your retirement.

Retirees defined a personal retirement vision as follows¹: 50% said, “working with my spouse/partner to define what we want in retirement”; 46 percent said, “creating a picture of what my retirement lifestyle could be”; 42 percent said, “defining how I would like to receive required health care in retirement”; and 32 percent said, “defining my purpose in retirement.”  Download the Full Workbook Here (preview below)

1. Rank this list in the order of who you spend the most time with today. (1 = most)

     ___ Family/Household

     ___ Friends

     ___ Work/Former Work Colleagues

     ___ Social Groups (Clubs, Sports, Worship)

     ___ Neighbors/Community/Volunteerism

     ___ Other: _____________

 

2. Now, reorder this list based on who you think you will spend the most time with in retirement.

___ Family/Household

___ Friends

___ Work/Former Work Colleagues

___ Social Groups (Clubs, Sports, Worship)

___ Neighbors/Community/Volunteerism

___ Other: _____________

 

3. Who will be on your wellness support team in retirement, meaning who will provide you with care if needed?

___ Spouse/Partner

___ Siblings

___ Children

___ Other family members

___ Friends

___ Other: ____________________

 

4. Whose wellness support team do you anticipate being on, meaning, to whom will you provide care if needed?

___ Spouse/Partner

___ Siblings

___ Children

___ Other family members

___ Friends

___ Other: ____________________

 

For more information on preparing for retirement, please  contact one of our plan specialists.

T Rowe Price

The Visualize Retirement Workbook is provided by our valued partner, T. Rowe Price.

Stay in Touch!

Subscribe to Our Monthly Newsletter & Never Miss a Duncan Detail!

One call. One company. ALL under one roof.