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IFM Retirement Planning Approach: Step by Step

Is your retirement going to be big, elaborate and expensive or is it going to be simple, comfortable and relaxed? Each of us must create a financial setting that supports our desired retirement lifestyle.



In the following section we have outlined a number of steps to help you formalize your retirement plan. Some of these steps will involve using facts and figures from your personal financial statements, such as

  • bank accounts
  • credit card accounts
  • investment accounts
  • registered retirement accounts
  • income tax returns
  • pension statements

In addition, you will need to obtain information that will enable you to estimate your retirement expenses – travel, hobbies, etc.

Now that you have all the required information; lets get started on Step 1- Formalizing your current expenses

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