Real Life Retirement™ Services
Enjoying a debt-free retirement
- Plan to pay off debt before you retire.
- Determine areas where real estate costs less than it does where you currently live.
- Make money go further by purchasing used vehicles.
- After retiring, moved from California to Oregon, where real estate is much less expensive.
- When she was working, Patricia always put 10% of her income into savings and investment.
Retiring without debt.
"I always saved: I always paid myself first. The plan was for us to pay off our debts, sell the house and downsize. We had some stock investments, which we sold at the right time. We sold one of the cars and bought a used motor home. We live well, but not high on the hog."
Taking care of others.
"My job was exhausting. I worked 80 hours a week, flying all over the country as a health care consultant. So we don't feel we need to travel so much now, except to visit our kids.
"But you never know what will happen. A neighbor's son has "adopted" us as grandparents. He doesn't have a great family life, so we spend a lot of time together. I do homework with him. Go to parent-teacher conferences. Part of the money we have in savings is his college fund."
Take the Next Step.
Let's talk about the retirement you want.
Call 877-673-7970 for your complimentary retirement consultation.
- Use our retirement calculator to see where you stand today.
We thank Patricia for sharing what worked for her. Her words have been edited. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. Examples provided are for illustrative purposes only and not intended to be predictive of future results.
The types of financial transactions mentioned may not be suitable for everyone. Each investor needs to review a transaction for his or her own particular situation. Data contained here is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability cannot be guaranteed.
All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Examples provided,
including statistical simulations, are provided for illustrative purposes only and are not intended to imply future results you should expect to see. Past performance is no guarantee of future results.