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Conclusion

I hope that you’ve found this special financial awareness report informative and

educational and that you come away with some philosophical ideas that will
inform your financial retirement strategy.

Make the most of this resource to jumpstart or maintain your continuing financial
education. Everyone has different needs; as such, it is important that you invest

time discovering what financial path is right for you and your family.

Here is a quick 60-second financial audit that may help you to better understand
your financial situation and your long-term needs.

Retirement Income Strategy

Do you have a detailed strategy in place to generate a specific amount of

income in retirement that will cover all your needs and most of your wants?

Tax Minimization Strategy

Has it been more than two years since your financial or tax professional sat

down with you to map out ways in which you can possibly reduce your

taxes?

Risk Management Strategy

Have you transferred as much risk as possible, such as those associated with
disability, premature death, long-term care and lawsuits, from you and your

family to an insurance company?

Qualified Plans

Do you have a clear understanding of how IRA and 401k distributions may

have unintended financial consequences?

Wealth Transfer Strategy

Do you have an estate plan in place to ensure that your money and other as-

sets go to the people and/or organizations you wish at the least possible ex-

pense and confusion?