Each piece is designed to help you PLAN WELL and INVEST WISELY for Retirement. New resources are added every month so save this page. When a new worksheet or resource is added, I’ll make sure to send you an e-mail.
YOU – Your Goals and Priorities
Finding a Trusted Advisor
Use this worksheet to research, prepare and interview financial advisor candidates. It includes 15 questions to ask a potential financial advisor.
LIVE – Your Income and Lifestyle Expenses
Managing Your Lifestyle
One key to building wealth is managing cash flow to capture excess income for savings and investments. This worksheet shows you a simple way to do that, which I call the Cash Flow Bucket method.
Caring for Elder Parents
At some point in most of our lives, we will need to care for an elderly parent, relative or friend. Here are some steps to secure that older person’s financial situation.
Endowment Spending Strategy
Retirement could last 30 to 40 years. A spending policy should be developed to determine what percentage of the retirement savings will be spent initially and how this amount will change over time.
BUILD–Your Assets and Your Debts
BUILD: Your Net Worth Statement
Do you know what your net worth is? Simply put, net worth is what you get when you subtract your liabilities (what you owe) from your assets (what you own). This worksheet will help you get started.
GIVE–Your Estate Plan and Giving Strategy
GIVE: Organizing Your Financial Life is One of the Best Gifts You Can Give
This worksheet is designed to help you get your physical and digital life organized and accessible as part of your emergency preparedness plan.
Nine Important Estate Planning Steps
Your estate plan has an impact that can reach beyond financial issues and your lifestyle to include your family.
Stretch Your IRA
The assets in your Individual Retirement Account (IRA) could help you create a source of income for several generations of your family.
Home Safety Assessment
Evaluating your home for safety is very important. This worksheet will help you do that.
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Independent Living Community Worksheet
What to consider before choosing an independent living community.
Continuing Care Retirement Community Worksheet
Continuing Care Retirement Communities (CCRCs) offer a continuum of care from independent living to assisted living to skilled nursing. This worksheet will help you choose the right CCRC.
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Assisted Living Community Worksheet
Assisted living facilities are designed for individuals who need help for some activities but are not designed to provide 24-hour nursing care. Use this worksheet to evaluate an assisted living facility.
Skilled Nursing Home Worksheet
Use this worksheet to help find the right nursing home.
INVEST in Your Health: 72 Tips to Living Healthier in Retirement
Investing in your health means more than taking care of your body. Research has shown that overall wellness contributes greatly to the quality of your life now and in retirement. There are six areas you should invest in to improve your retirement: physical; intellectual; emotional; social; spiritual; and occupational.