SOURCES OF FUNDS TO RETIRE

1. ASSESS WHAT YOUR RESOURCES ARE
   WE WILL PUT ALL RESOURCES ON THE TABLE AND ANALYZE THEM
2. WHERE DO YOU WANT TO LIVE
   GET CLEAR WHAT AREA FIT YOUR DESIRED LIFESTYLE
3. WHAT BUDGET DO YOU NEED TO DESIGN A LIFE YOU LOVE
   LOOK AT ALL YOUR ASSETS AND RESOURCES
4. OPTIONS IF YOU HAVE A HOME OR REAL ESTATE
   a) REVERSE MORTGAGE
   b) SELLING YOUR HOME AND TAKING THE $250,000 TAX BREAK
   c) DECIDE WHERE YOU CAN LIVE WITH YOUR RESOURCES
   d) GET CLEAR WHAT KIND OF HOME YOU WANT
   e) RESEARCH REAL ESTATE PRICES IN YOUR CHOSEN AREA
5. WHAT OTHER RESOURCES DO YOU HAVE AND WHAT LIFE DO THEY AFFORD YOU
   LET’S LOOK AT ALL THE POSSIBILITIES
6. WHAT INPUT DO FAMILY AND FRIENDS HAVE IN YOUR DECISION