Retirement goals
It’s never too late to start planning and saving for your retirement. If you
have already begun, it will be helpful to review what you have achieved
so far and what you need to do to get you to your retirement goal.
Source
If you have already retired, you will want to look at allocating your resources
so that they may provide income for your entire retirement.
Initially, you and your advisor should consider how much money
you think you will need to live the kind of retirement you want. Into
that equation, you will need to factor in any Social Security or pension benefits you are planning to receive.
Your financial plan will tell you if there is an additional need for
income, and at what age you should be able to retire.