Checklist Challenge

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About
Services
- Green Light Retirement Plan
Resources
- Library
- Important Dates
Events
Referrals
Contact

Don’t Miss Out! Your retirement toolkit is waiting…

with everything you need to help fuel a confident, sustainable retirement.

Take Our Checklist Challenge

Wouldn’t it be nice to retire with confidence? It is possible. This checklist is a great first step to measure your retirement readiness. We’ll be happy to help you complete the checklist so you can plan for the retirement you have always imagined.

Step 1 of 6

16%

Tell us a little about yourself.
Name*
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Email*
Phone

Income
- I have a written budget for all necessary and discretionary spending.
- Based on this budget, I have an estimate of the income I will need each year when I retire.
- I know the income sources I will have in retirement and the amounts I will receive.
Social Security income:
Pension income:
Rental income:
Other income:
- I know how each of these income sources will be taxed.
- I know what year I will retire.
- If within five years of retirement, my financial advisor has calculated and documented my income plan.
- My income plan indicates which accounts to withdraw from in each year.
- My income plan is inflation adjusted and runs through at least age 95.
- I know the optimal time to draw Social Security to help maximize the net amount received after taxes.
- I know the pension option to choose to help maximize my payments while still providing for my spouse.
- I have an inventory of all household assets.
Please enter the number of boxes checked on this page:*
Please enter a number less than or equal to 13.

Income Continued
Home value:
Other real estate/land:
Checking/savings:
Money market/CDs:
401(k)s:
IRAs:
Other accounts or assets of value:
- I know how each of these assets will be taxed when I sell them or take withdrawals from them.
- I have an inventory of all household liabilities/debts.
Please enter the number of boxes checked on this page:*
Please enter a number less than or equal to 13.

Income Continued
Mortgage:
Auto loans:
Credit card balances:
Other debt:

Medical & Health Care
- If retiring before age 65, I have a plan for major medical insurance coverage prior to Medicare.
- After age 65, I know which Medicare options are the best for me, factoring in monthly cost, exposure, out-ofpocket expenses and health concerns.
- I am maximizing my health savings account (if applicable).
- I know how I will cover long-term care or nursing care needs and have policies in place.
Advanced Financial Planning
- I have a full understanding of my management fees (fees my financial advisor charges).
- I have a full understanding of fees within my portfolio (fees on the individual investments and accounts).
- My financial advisor regularly reviews my accounts with me.
- I have a will.
- I have a trust.
- My estate plan is reviewed and updated by an estate planning attorney at least every three years.
- My financial advisor coordinates with my estate planning attorney to optimize my estate.
Please enter the number of boxes checked on this page:*
Please enter a number less than or equal to 11.

Risk Management
- If within five years of retirement, my financial advisor has made changes to the risk levels of my investments.
- My financial advisor has assessed my current tolerance for risk.
- I feel my investments match my risk tolerance.
- If there are changes in politics and policies, I’m confident my retirement will still be OK.
Tax-Efficient Strategies
- I have a CPA.
- My financial advisor reviews my tax returns with me.
- My financial advisor coordinates with my CPA to proactively optimize my tax savings.
- My financial advisor has addressed a plan to potentially convert taxable retirement income into tax-free income.
- I have a plan to help minimize required minimum distributions (RMDs) and taxes on my RMDs.
- My estate plan helps to minimize the taxes my loved ones will have to pay on their inherited assets.
Please enter the number of boxes checked on this page:*
Please enter a number less than or equal to 10.
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By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
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Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a webinar.

Schedule a Meeting

Or give us a call at NJ: 732.364.5462 / SC: 843.427.3300

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Contact Us

Phone: NJ: 732.364.5462
SC: 843.427.3300
Fax: 732.886.7585
Email: info@fffgonline.com

Our Locations

3350 Highway 138
Building 1, Suite 111
Wall, NJ 07719
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7 Carroll Court
Bluffton, SC 29910
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The Better Business Bureau membership provides no guaranteed assurance or warranty of the character or competence of the member. BBB charges a fee for BBB Accreditation. You should make financial decisions on the basis of your own due diligence.

Insurance products are offered through the insurance business Family Focus Financial Group. Family Focus Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Family Focus Financial Group are not subject to Investment Advisor requirements. 1419535 - 8/23

Don’t Miss Out! Your retirement toolkit is waiting…

Take Our Checklist Challenge