Personal Wealth Management / Financial Planning

Retirement GPS

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A guide to financial planning in retirement.

Whether youโ€™re nearing retirement or already there, youโ€™ve doubtlessly noticed there are a variety of financial issues to consider and plans to make. The amount of detail involved in retirement planning makes it easy to miss something. To give you an easy introduction to the process, Fisher Investments developed Retirement GPS, a guide to financial planning in retirement.

This guide features our thoughts on key retirement issues such as cash flow and goal setting. It provides worksheets and quick pointers to address cash flow needs, medical costs and more. The guide has a series of 5 checkpoints; fill in the blanks to get a comprehensive understanding of your own retirement. By the time you finish reading, you should have a more complete view of where you stand and what you may need to address with a professional.

In this guide, weโ€™ll help you answer the following questions:

  • What is your current financial situation?
  • What are your retirement goals and investment objectives?
  • What do you need financially to reach your goals?
  • How will you get there?

Get your copy of Retirement GPS. Click here to download your FREE guide.

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