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RETIREMENT PLANNING WORKSHEET

July 26, 2022July 12, 2019 by Eric Matz

RETIREMENT PLANNING WORKSHEET

How much do you think you’ll have to save in order to live comfortably in retirement? This worksheet will help you estimate a goal amount. Although it doesn’t take into account any unforeseen setbacks, it does provide insight into how much you may need to save to retire according to your preferences.


ABOUT ERIC MATZ:

As a professional Realtor, Eric’s commitment is to always represent the client’s best interest.  He uses his extensive experience to secure top dollar for sellers and personally guide them through the transaction. Eric works with a wonderful team who devote themselves to serving the needs of their clients before, during and after the move.

Eric’s business is built on repeat clients and their referrals. He wants to earn their respect, so he makes a constant effort to improve the level of service he provides. Eric is a relationship builder and prides himself on being the trusted advisor for so many homeowners.

Whether you are buying or selling your next (or first) home, Eric is ready to help. Eric knows Poway well, as it’s the place where he grew up and raised his own family. Having been a lifelong San Diego resident, he is knowledgeable about most areas of the county and can assist with a home sale from the coast to the inland areas. When you’re ready to buy or sell, give Eric a call, he looks forward to earning your business and be your Realtor for life!

You can contact Eric at (619)733-8087 | [email protected]

Categories Community Information, Eric Matz Real Estate, financial information, tips, useful information Tags financial future, financial goals, financial planner, future planning, investments, planning for the future, retirement, retirement savings, savings account
YOUR 6-MONTH MORTGAGE RATE FORECAST
JUST LISTED by The Eric Matz Team

More Starter Homes Are Hitting the Market

How Co-Buying a Home Helps with Affordability Today

The Top 2 Reasons To Look at Newly Built Homes

Living with HOAs: Are They Worth the Cost and Rules?

Unlocking Tax Savings: How Homeownership Can Boost Your Financial Health

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Contact

  • Eric Matz, Realtor®
  • DRE Lic.# 01024385
  • Cell : 619-733-8087
  • Office: 858.247.2917
  • [email protected]
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