37 Things Your Clients Can See In RetirementView

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

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