One Page Financail Plan
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One Page Retirement Plan Examples

 How Four families in different Stages of Life developed their Retirement Plan.
Young Family (Age 25-40) - Retirement is a ways off and not on the front burner. A larger home, college costs, and weddings loom in the future. Expenses for children limit savings. You want to develop a target retirement plan to get a balance between what you need to save for the long term yet take care of today's needs. You want to know how to best invest the assets you have so that you get the long term growth you need as well as to fund your children's education.
The Middle Years (Age 40-55) - Kids are leaving the nest (hopefully) and their expenses are gradually reducing. You are moving into your peak earning years and your savings are increasing each year. Retirement becomes a priority. You still have sufficient years ahead of you to take the actions necessary to secure your retirement. You want a retirement plan that specifically lays out what you need to save from here on to insure your retirement goals are met. You want to know how to best invest the assets you have so that you can accumulate the assets you need to retire at your desired retirement age.
Near Retirement (Age 55-65) - You have started to accumulate a good amount of assets. You want to have a plan that gives you the income you need but does not deplete your assets over your expected lifetime.
In Retirement (Age 65+) - You have accumulated your retirement assets. You want to have a plan that gives you the income you need but does not deplete your assets over your expected lifetime. You may want to set up a gifting plan or help with the education of your grandchildren.
Click on the photo to see each example.
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