Retirement Planning Worksheet

Use a Retirement Planning Worksheet to make sure your can Retire On Track!

Retire On Track LLC.

When you begin to look at your financial future, you may find it beneficial to use a retirement planning worksheet.  With a retirement planning worksheet, you can keep track of your savings and investments and see how they work together, hopefully to ensure your financial success.

What kind of information will you need to add to your retirement planning worksheet? To begin with, you'll want to include:

  • You're retirement goals;
  • The amount of money that you are able to set aside from each paycheck as well as the amount of money that you have to invest;
  • An understanding of your investment personality - whether or not you like to take risks or follow the trends;
  • A list of the stocks, bonds and mutual funds that you have invested in already;
  • A list of the certificates of deposit, IRAs and annuity accounts that you own.

But just having that information available on a retirement planning worksheet is not enough to ensure that you will achieve the retirement goals that you've set for yourself. You'll also need a way to analyze the information that you have so that you can see how to make your retirement planning even more successful.

Taking the time to do all of the research yourself is not always a luxury you can afford. Likewise, paying a financial advisor to do the research for you can be prohibitively expensive.

So what does that leave you? If you think that the answer is magazines, newspapers and the internet, you're mistaken. Likewise, news financial segments aren't always enough to get you headed in the right direction.

But those segments can lead you towards tools that will help you to utilize the information on your retirement planning worksheet to secure the future you've dreamed of having. In fact, viewers of the CBS Saturday Early Show heard from financial analyst Ray Martin about a tool that can help them - and you - guarantee that their retirement planning will pay off.

What is this tool? It is Bob's free retirement calculator that you can access for free by clicking the blue button at the bottom of this page. 

With it, you will be able to look critically at the investments you've made. You'll be able to see how the stocks, bonds and mutual fund shares that you own have performed over time. You'll also be able to see how they are projected to perform over the next 30 years so that you can make changes to your plan if need be.

Those projections will take interest and inflation rates into account as well. You'll be able to make sure that your savings will be enough to provide you the income you need when you retire. And, if it does not appear that they will, you can test out different strategies until you find one that will get you where you need to be.

With this tool and your retirement planning worksheet in hand, we're sure that you will be able to achieve all of your financial planning goals. But just to give you a little bit more reassurance, we've arranged for a free consultation with a trusted financial advisor for everyone who utilizes our free retirement calculator.

During that consultation, you'll be able to ask the questions that matter the most to you. You'll get advice on how to take your retirement plans and put them into action. 

When you put the effort into filling in the information on a retirement planning worksheet, you're making a commitment to your future. Take that commitment even further: Access Bob's free retirement calculator by clicking the blue button below. Make sure that you have what it takes to make all of your retirement dreams come true.