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Writer's pictureSerious Money Ohio

Retirement Success in 100 words or so

It's been my experience that most retirements can't survive a catastrophic mistake. Periodically it makes sense to make sure your retirement is set on a strong foundation.


Luckily the chance of a catastrophic financial mistake is very small if your personalized plan answers these three simple and straightforward questions:


  1. What are the dollar amounts of my consistent sources of income today and what do my expenses total each month? Is there a surplus or shortfall?

  2. What are all of my retirement resources? Savings, IRAs, etc. What do things look like when these individual accounts are brought together and analyzed?

  3. Knowing now exactly what I have and what I need, what is the best strategy to use my resources? How much will my income and "nest egg" grow over time?






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