27 Summer 2014 • ideal-LIVING
These are actually loaded questions; many factors are involved and a “cookie cut-
Five Common Considerations
HHow much money will you need to retire? Do you have a financial plan to help you meet the needs of retirement? Do you have enough assets to last a retirement of 20 to
30 years? Do you have a “Retirement Income Spend-Down Plan”?
ter plan” will not meet the needs of everyone. Baby Boomers were most impacted
by the “Great Recession”, so we wanted to take a look at strategies for a secure
retirement by examining the five common planning issues people may have.
According to the The Aegon Retirement Readiness Survey 2014, only 18% of
Americans have a written strategy for retirement1?
“If you fail to plan, you are planning to fail.” – Benjamin Franklin
Therefore, Ideal-Living spoke with financial advisers, Lawrence Tundidor, AAMS, AWMA®, Daniel
Weiss CRPC® of Tundidor & Weiss Investment Group and Anthony Chirchirillo, CRPC®, CFP® of
ING Financial Partners to help you avoid these 5 common issues:
1. Take Control of Your Money
2. Not having a Proper Retirement Income Spend-Down Plan
3. Having an Antiquated Investment Portfolio
4. Underestimating Risks
5. Lacking Protection for Your Family and Estate