10-Key Retirement Questions

For Making the Most of the Rest of Your Life

1. How can we have enough money, in our own situation, to live comfortably in our next phase of life, whether earning additional income or not?
   
   
   
2. What are the best investments and financial opportunities available to us? How can we improve our investment capital and buying power (while avoiding common mistakes and loss)?
   
   
   
3. What are the best business  and full or part-time income opportunities for people like us?
   
   
   
4. What are the most likely health issues my spouse and I will face? What are the best insurance and prescription coverages available, and how can we best preserve our health in the future?
   
   
   
5. How can I best provide care for aging parents?
   
   
   
6. How to prepare our wills, estate plans, trusts, and financial affairs to support-rather than destroy-the family's harmony when we or our parents die?



7. How can we each best enjoy life with our spouse or significant other at this stage of life, and successfully overcome typical issues?
   
   
8. What are the best opportunities to spend and enjoy our time and what are the best travel opportunities for people like us?
   
   


9. Where should we live and what are the best choices for our primary and/or secondary home(s)? What are the best real estate investment opportunities and strategies?
   
   


10. How to best maintain our emotional spirit and well-being in the next stages of our life?