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1: Introduction

Make a SAM Plan for Retirement

When you think about retirement, you are contemplating what your future might hold. To do this, you have to start with an overall objective – your ideal retirement. But eight key areas will need to be addressed to help you achieve that desired retirement. Once you know how close you are and what else you need to make logical decisions about, then you can focus on planning for that future.

Use these SAM action steps to think through your options and make informed decisions that fit your lifestyle and values.

Size up your situation, analyze your decisions, make a plan
  • Size up your current circumstances, preparations and confidence in being able to achieve your desired retirement.
  • Analyze eight key decision areas that help or hinder your progress in achieving your chosen retirement lifestyle.
  • Make plans to prepare for your financial needs during retirement.
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