AFA Retire-ReadyFIT FAQ

1. Do I have "enough?"
Can I maintain my
lifestyle throughout
retirement?
Retire-ReadyFIT™T™

2. How is my money/cash
flow going to "work?"
What should I tap into
first?

3. How should my portfolio
be invested now that I
am retiring?

4. What should I do
about Social Security
for me? For my spouse?

5. What should I do
about my pension?

6. What should I do
about all of my
company retirement
plans?

7. How should I exit my
business? It's my most
valuable asset. How do I
create liquidity to support
our retirement?

8. I have company stock
too. What is the best way
to handle it without
being killed by taxes?

9. Where am I going to live?
How do my housing
needs change now that I
am retired?

10. What am I going to do
with my time? How will I
find purpose?

11. What should I do
about health insurance?

12. How much will my
medical needs cost
in the future?

13. How much traveling
can I afford to do?

14. How can I balance
enjoying retirement
now and making
sure I don't run out
of money later?

15. Now that I have
retired, do I need to
keep the life
insurance I have? Is
that the best use of
my money?

16. Can I age in place or
do I need to come
up with another
solution? What will
that cost and can I
afford it?

17. Advisory services offered by Atlanta Financial Associates Inc.
Atlanta Financial Associates, Inc., 5901-B Peachtree Dunwoody Road, Suite 275,
Atlanta, GA 30328
www.atlantafinancial.com