Retirement Planning Basics
Retirement Planning is the process of considering all areas affecting your life in retirement. It requires a comprehensive knowledge of Borrowing and Lending, Estate Planning, Healthcare and Medicare Planning, Investments and Savings, Life Care and Long Term Care Planning, Money Management, and Tax Planning.
We recommend looking into the following areas of Retirement Planning
Discipline 1 - Borrowing and Lending
This is an agreement between two parties, in which funds are given for a specified period of time, in exchange for a returned payment promised interest.
Discipline 2 - Estate Planning
This is an agreement between two parties, in which funds are given for a specified period of time, in exchange for a returned payment promised interest.
Discipline 3 - Healthcare and Medicare Planning
Healthcare and Medicare planning is the process of effectively selecting the appropriate plan of care that matches your healthcare needs and financial resources.
Discipline 4 - Income, Investments, Savings
These three elements are the key to your retirement. Your focus on your quality of life will depends largely on how much income you are able to establish to take care of your basic and unexpected needs throughout your retirement years.
Discipline 5 - Life and Long Term Care Planning
The process of understanding your current lifestyle and the requirements of care throughout your life. Explore the state of your current health, the cost associated with alternate living situations requiring assistance and much, much more.
Discipline 6 - Money Management
This important step in retirement planning is about being able to keep track of your investments, budgeting, banking and taxes. This includes ways to stay debt-free and make your money work best for you.
Discipline 7 - Tax Planning
Tax Planning is the process of considering all tax rules and laws, in conjunction with licensed accountants and tax attorneys, and using the most advantageous tools to that affect your life in retirement.
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