10 most important questions you and your partner should ask each other about retirement and probably haven’t…
Posted Sep 11 2008 2:08am
Here's an excellent list of questions from the Wall Street Journal:
1. Do we really want to retire? And if so, when? 2. What is our vision of retirement? 3. Do we share the same vision? 4. Where do we want to retire? 5. What assets do we have for retirement? 6. Are they invested in the most beneficial ways to achieve our goals? 7. How much money will we need to support our lifestyle in retirement? 8. Do we have an estate plan – and where is it? 9. What will our legacy be? 10. How will each of us approach, and manage getting older?
1. Do we really want to retire? And if so, when?
2. What is our vision of retirement?
3. Do we share the same vision?
4. Where do we want to retire?
5. What assets do we have for retirement?
6. Are they invested in the most beneficial ways to achieve our goals?
7. How much money will we need to support our lifestyle in retirement?
8. Do we have an estate plan – and where is it?
9. What will our legacy be?
10. How will each of us approach, and manage getting older?