Retirement Planning Guidebook

This complimentary e-book covers the six critical components that every comprehensive retirement plan should include.

Americans Over 50 Have Many Questions About Retirement

Most of them are addressed and answered through the creation of a comprehensive financial plan for retirement.

Will I outlive my retirement savings?

Americans are living longer than ever before — and the cost of living, healthcare and inflation are on the rise. Having an up-to-date financial plan is the first step in securing your future.

Download our Retirement Planning Guidebook to learn the six critical components that every retirement plan needs to consider.

How do I know when I can retire?

Understanding how much money you'll need to sustain your desired lifestyle in retirement is key to determining when you can safely retire.

Learn about income planning in our Retirement Planning Guidebook.

How do I know if my plan is still good?

Financial plans need to be updated yearly. Retirement plans are no exception. The closer you get, the more changes to laws and market volatility affect your plan.

Use our Retirement Planning Guidebook to review your plan.

About the Author

Jim Falcone AIF, Founder and Managing Director of Fulcrum Wealth Advisors, is a fiduciary financial advisor with 30 years’ experience educating aspiring retirees on financial planning and providing comprehensive investment management services and financial consulting for individuals and family groups with substantial net worth.

The emphasis of his business is providing Wealth Consulting services to:

  • The owners of private business.

  • Boeing Company personnel.

  • Senior executives of publicly traded companies.

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