Legacy Financial

4 Questions for a Successful Retirement

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If you are serious about your financial future you should know the ANSWERS to these 4 questions...

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  1. What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy?
  2. How much to you need to routinely save on a monthly or annual basis to be able to retire at your current standard of living and have your money last a lifetime?
  3. Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle?
  4. If you don’t do anything different than what you are doing today, how much will you have to reduce your standard of living at retirement for your money to last as long as you do?

papers with a checklist paper clipped togetherWe can answer these questions in less than 10 minutes.
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