In this example we look specifically at a couple at Retirement age of 60.
This example would be indicative of any couple who are close to or even retired already. The intention is to clearly illustrate the great value that there is in planning correctly at retirement and understanding exactly what financial situation you find yourself. This example also shows how planning enables the couple to get real clarity on things such as; do they have enough money to maintain their current lifestyle, how long will their savings last and what can they do to address any situation that they are not comfortable with in order to make their retirement more comfortable.
Based on the discussions I have with my clients, these are fundamental questions that are very important to answer at this point and bring clarity, focus and peace of mind once answered.