A critical component of any retirement plan is understanding your expenditure. Not only now but also your future expenditure.
We’ve broken the worksheet into three expenditure categories, now, active retirement and post 75+.
The purpose of this is we’ve identified three expenditure taps leading into and through retirement as you enter different phases. All exhibit slightly different expenditure characteristics.
If you have any questions feel free to email me at firstname.lastname@example.org
Here’s to living your best life!
Glenn Doherty – CFP – Money Mentor | Taking the stress out of planning your self-funded retirement | Founder of Jigsaw Private Wealth