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A reality check for those retired or close to it. Find out if your money will last through retirement; How much income you'll need; How big of a nest egg you'll need for a comfortable retirement, and other important information in this special report from Artifex Financial Group.

BY DARREN HARP AND DOUG KINSEY
About Artifex Financial Group Darren Harp, AIF   Doug Kinsey, CFP  , AIFA   Financial Advisors Artifex Financial Group  Da...
RETIREMENT  READY OR NOT  A Reality Check For Those Retired or Close To It The clock is ticking. Baby boomers are getting ...
SEE HOW PREPARED YOU ARE FOR RETIREMENT BY ANSWERING THESE 12 KEY QUESTIONS  DARREN HARP, AIF   DOUG KINSEY, CFP  , AIFA  ...
Retirement Income Analysis  YES  Artifex Financial Group  Darren Harp, AIF   Doug Kinsey        I would like to  CFP  , AI...
Proceed To Question 1 6
Challenge  how long your money will last if you stop working today, invest your nest egg as safely as possible and try to ...
Challenge  Question  Do you know which one of  the 567 ways to claim your Social Security will  maximize the lifetime bene...
proper mix of stocks versus bonds  retirement income portfolio   Challenge  in a  Asset allocation is an investment strate...
Challenge  how big of a nest egg you   ll need as you enter retirement if you   ll be retired for 20, 30 or even 40 years ...
appropriate spending rate from  Challenge  your nest egg to insure your savings last your lifetime  If you thought it was ...
percent of pre-retirement income you need to replace to  Challenge  maintain your current standard of living in retirement...
Challenge  Question  Do you know how  the rising cost of health care could affect and even decimate  your retirement incom...
Question  Do you know what  your pension annuity is worth and what  it costs to  Challenge  buy more lifetime income  Some...
Question  Do you know how  longevity affects funding  a retirement that may well last  Challenge  30 years or longer  Than...
Question  If you have a  retirement shortfall, do you know how big it is and what can be  Challenge  done about it   A new...
Challenge  Question  Do you know the  proper way  most tax efficient way  to leave a financial legacy to your heirs  You  ...
Question Challenge  Taking everything into account, do you know if your  retirement income plan is sustainable  In the goo...
Retirement Income Analysis Getting A Handle On Retirement Readiness Like Never Before  Q     If you   re going to be retir...
Retirement  What Does It Look Like  In Step 1, we will ask you to articulate the retirement you   ve always envisioned.   ...
Inventory of all Assets, Savings and Investments In Step 2, we will take an inventory of all of your assets, savings and i...
Calculate Your Expenses In Retirement In Step 3, we will help you calculate what your expenses will be in retirement.     ...
Total Up Income From All Sources In Step 4, we will total up your income from all sources.     When you retire, you switch...
Surplus or Retirement Shortfall  In Step 5, we will determine if you have a surplus or a retirement shortfall.     Retirem...
Explore Various Options And Trade Offs In Step 6, depending on how big your retirement shortfall is, we will lay out the v...
Retirement Income Analysis  YES  Artifex Financial Group  Darren Harp, AIF   Doug Kinsey        I would like to  CFP  , AI...
Address Phone  Phone  855-Plan-Ohio  752-6644  Fax  937-352-0218  Web  Financial Advisors Artifex Financial Group  Artifex...