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242 Don’t Make Me Say I Told You So

5. What impact would my death, or the death of my spouse,
have on our retirement income? Examples include:

► Possible loss of a company pension

► Loss of Social Security benefits for your spouse

► Loss of income from a job.

6. What if I outlive my retirement assets? What options will I

have?

Investment Questions

1. How will my retirement assets be invested?

2. How should my assets be allocated – stocks, bonds, CDs,
cash?

3. What is a realistic rate of return to assume on my

retirement assets?

4. What rate of inflation should I assume going forward?

5. Who will be managing/overseeing my assets and

investments? Will I do it myself or will I use an advisor?

Chapter 6: Your Action Plan