Goals

“Fail to Plan….Plan to Fail” is a great saying that we live by at ATRS, LLC. Advisors within the ATRS, LLC. network will help you come up with a plan for a restful retirement.

Some Questions to Think About..

  1. How old should I be when I retire?

  2. Will I sell my home and move closer to relatives or to another destination?

  3. Did you want to take some time to travel?

  4. When I retire what debt will I have, such as credit cards, car loans, or a mortgage?

  5. When I retire I will receive a lump sum, should I take those funds and put it towards paying off my home?

  6. Will I need to continue paying for my life insurance?

  7. Do I need long term care insurance?

  8. How much money am I going to need when I retire?

  9. Do I want to go back to work after I retire?

  10. What will my end of year taxes look like after I retire?

  11. Will I receive my spouse’s social security?

ATRS, LLC.’s licensed and insured Retirement Advisors can assist you with these questions and any other questions that you might have.


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