Private: Retirement Basics
Amici makes it easy to get retirement planning tailored to specific NEEDS…
This creates the ability to look ahead and to make adjustments and will be invaluable for ensuring financial well-being that lasts.
The Amici Retirement Planning Guide
Easy to start — easy to continue
Financial planning review
Assess Resources
Collect and organize financial documents — bank, investments, insurance, estate
Make a list of assets and liabilities, and income and expenses
Analyse all of this data to see your overall financial situation
Set Goals
Establish how you want to live in retirement — residence, leisure, health care
Make a timeframe for achieving your goals
Create Plan
Calculate the gap between current resources and established goals
Evaluate savings plan options
Implement Plan
Establish a savings and investment portfolio to meet your goals — be open to change
Enlist help from Regions’ experts as well as your tax, estate, and other advisors
Monitor Plan
Review your goals often — at least annually
Measure your progress
Revise Plan
Remember, retirement planning is not static, but is a flexible, changing dynamic
As your situation progresses, you may need to make adjustments — and we can help you along the journey.
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