37 Reasons to Use RetirementView to Plan YOUR Retirement

  1. You are worried about running out of money in retirement.
  2. You are thinking about when you want to retire and aren't sure about the decision.
  3. You want to SEE your own retirement and how it will unfold.
  4. You have a 401(k) plan.
  5. You know nothing about retirement planning, but need some help.
  6. You want to put everything into one "picture" that you can understand.
  7. You want to put all your investments into one picture.
  8. You want to put all your income items into one picture.
  9. You want to model your expenses and spending in one picture.
  10. You want to be able to see your Social Security and how it impacts your picture.
  11. You have or are thinking about a Roth IRA.
  12. You want to see how your Pension impacts your picture.
  13. You want to see how downsizing your home and pulling out equity affects your retirement.
  14. You own rental properties and want to include them in your planning.
  15. You want to model the sale of your business and how that impacts your retirement.
  16. You have a Traditional IRA.
  17. You might get an inheritance.
  18. You are married and want to see how life insurance can help your spouse after you're gone.
  19. You have a 403(b) plan.
  20. You want to take into account the impact of TAXES on your retirement.
  21. You are worried about the security of "online" calculators.
  22. You are thinking about selling some real estate during retirement.
  23. You want to know if you can afford to travel during retirement.
  24. You want to know how your medical expenses will affect your retirement.
  25. You want to create a detailed budget to model your retirement expenses.
  26. You don't want to create a detailed budget but want to use basic thumbnail numbers (we can do both).
  27. You want to know if saving more money into your retirement plan will help.
  28. You want to see how the investment returns you are getting will impact your retirement.
  29. You want to know how an Annuity will affect your retirement picture and your income.
  30. You want to see how stock market drops will affect your retirement.
  31. You want to know how long your money will last in retirement.
  32. You want to be able to see how various changes impact your retirement.
  33. You want to see whether retiring later will help you.
  34. You want to see whether you move to a tax free state will help you in retirement.
  35. You want to see you AND your spouse's retirement accounts and investments as part of one picture.
  36. You are wondering whether a part-time job at the beginning of retirement will help you.
  37. You are wondering if a reverse mortgage could help you keep from running out of money in retirement.

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