Take Time to Plan for Retirement - Avoid the "Retirement Surprise."

Yesterday, my wife had lunch with a friend (whoRetirement planning is the important task of deciding
we'll call Nancy) who had just retired from her job ofhow you will live once you retire. It's important
20 years. Nancy had been looking forward to herbecause retirement is going to cost you more than
retirement... the free time, traveling, gardening.you probably are estimating.
But Nancy was a little depressed. She didn't realizeRetirement planning is much like planning a trip. It
how much it cost to be retired. She had not plannedinvolves identifying your individual needs and
for retirement.resources. To pay for your retirement goals, you'll
You see, Nancy worked at a job that provided nolikely need to draw on all types of income available to
retirement plan (or health plan for that matter).you, including Social Security and your investments,
Nancy, like most Americans, had figured Socialsuch as your IRA, 401(k) and whatever individual
Security would take care of her. A new studystocks and other securities you may own.
quoted at shows that despite the uncertaintyRetirement planning is the time and preparation you
regarding the solvency of Social Security, 65% ofput into making sure your years after you decide to
respondents expect Social Security to be a primaryleave the workforce are happy, healthy, fulfilling, and
source of income during retirement. Social Security isexciting. Planning now will help you secure a
not a safety net.comfortable lifestyle for those years you want to
Retirement planning is not only for the wealthy and isenjoy the most.
about more than investing and saving.