Describe the replacement-ratio approach for determining the income needed in the first year of retirement

Describe the expense method approach for determining the income needed in the first year of retirement

Describe the impact that inflation has on the funds needed for retirement

Discuss the total return on investment assumption and some of the common retirement investing strategies that help to shape it

Determining Postretirement Monetary Needs—Case Study

Explain the steps used when determining the amount of the postretirement monetary need

Discuss the methods that can be used for establishing a savings schedule

Determine a client's retirement need using a worksheet

Additional Retirement Planning Issues

Identify what a client needs to know about the home as a financial asset