The Rethinking Retirement Life Planning Profile
Many of us view retirement as the time we can finally go do what we've always wanted. But what is it you've always wanted to do? What does your ideal life look like? The Rethinking Retirement Life Planning Profile will help you identify what's most important to you and how to create the life you truly want.
The profile consists of 90 questions designed to identify opportunities to improve your satisfaction within each of the Six Key Life Arenas: Family and Social, Health and Wellness, Personal Development, Leisure and Lifestyle, an Engaging Purpose and Financial Maturity. There is also a "Job" section for those who are currently employed to gain an understanding of how well your job is satisfying each of these six key life arenas. For those who are not currently employed, the profile will consist of 78 questions and in either case, takes about 10-15 minutes to complete.
At the end of the profile you’ll be given both a free, summary report of your results and free, fully detailed report including an analysis of your responses in each arena along with recommended action steps based on your responses.
DISCLAIMER: The Rethinking Retirement Life Planning Profile was developed with the assistance of pychologists, life coaches, financial advisors and many others. It is not, however, a psychological assessment, health assessment or financial planning tool. The Rethinking Retirement Life Planning Profile should not be used as a substitute for professional assistance in any given field or industry. As you are the only one who knows the complete details of your personal situation, it is up to you to determine when professional assistance is needed.
Safe Withdrawal Rate
What is a "Safe" Withdrawal Rate?
One of the most important questions any of us must decide as we prepare for retirement is, "How much can I withdraw from my retirement savings accounts without depleting the balances and risk running out of money?" Whether you're already retired, in the final stages of preparing to retire, or a decade or more away, understanding how much income your accumulated investment assets can generate is critical to your long-term planning...