If you are uploading documents for an upcoming Roadmap meeting, please consider answering the following applicable questions for the best possible roadmap meeting:
- What is your gross monthly pension income (or anticipated ballpark pension income upon retirement)
- What is the gross dollar amount that you wish/need to live on monthly in retirement (when you no longer are earning new income post working career).
- Hypothetical date or the date of full retirement (when no longer earning income).
- Are there any other considerations for your roadmap. Example: rental property, business income, social security, etc
- Dollar amount you are currently investing monthly, if any
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