• Question
  • We believe we have prepared well. However, that being said, we would like to improve upon our

    Asked by a 73 year old man from Wasilla, AK on 6/7/2014

    We believe we have prepared well. However, that being said, we would like to improve upon our circumstances. Any excellent "free" advice is always welcomed. So, how may we improve upon our current situation?

  •  
  • Categories: Financial Advisors, Retirement Planning

Answers

  • Steve 

    Steve 
    NewRetirement

    San Francisco, CA

    Get a FREE phone consultation
    with an advisor. Learn more...
  • It looks like you are in pretty good shape compared to most people and are unlikely to run out of money in retirement - nice work. Based on what you reported - you've done a good job lining up retirement income, keeping your expenses in line and hedging big healthcare costs and long term care risks.

    Our system had some suggestions around setting up an estate plan and further cutting expenses among other things if you got a chance to review it.

    Since every situation is unique and there are a lot of ways to solve for any particular situation it may be worth talking with a fee only financial advisor to get "second opinion" on your plan. You can request on here: https://www.newretirement.com/free-retirement-consultation.aspx

  • Login to rate this answer:   Answered on 6/8/2014
**All above answers are provided as general information only. No warranty is made regarding the fitness or accuracy of the information provided in this answer. You should seek advice from a licensed CPA, attorney or CERTIFIED FINANCIAL PLANNER™ as to your unique financial situation.