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    Retirement Planning

    According to the U.S. Census Bureau, the average marriage lasts about eight years. And, according to Forbes magazine, a typical job lasts about five years.  The Social Security Administration reports the average American is retired for more than 20 years.
    Based on these statistics, one of the most important decisions of your life is deciding when and where to retire. Do not retire without completing this retirement checklist:

    1. Decide what you want to do in retirement – define your lifestyle.
    2. Define your target date for retirement.
    3. Do you want or need to work? 
    4. Decide where you will live. 
    5. Figure out your health insurance and health care costs. 
    6. Take inventory of your assets.
    7. Determine from where your retirement income will come. 
    8. Decide when to sign up for Social Security.
    9. Consider long-term care / assisted living. 
    10. Plan for unexpected expenses.
    11. Consult and communicate with your spouse.
    12. Make a plan.
    Complimentary Guide
    “Will You Have Enough Income in Retirement?” Discover six essential questions can help you plan for your retirement income.

  • Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.

    Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. Texas Insurance License #722881.