Chapter 15. Developing an Action Plan

In this final chapter, we will put together an action plan. This chapter is all about action and nothing else. We'll look at Dennis and Mary Glover's current financial position and develop a plan for achieving or modifying their retirement goals to illustrate the concepts we have discussed in Retirement Countdown. Keep in mind that there are dozens of ways to attack these issues. Ultimately, you will have to determine which alterative or alternatives feel most comfortable. Let's start by taking a closer look at the Glovers.

Current Status for the Glovers

Here are the statistics on Dennis Glover:

  • Age: 58.

  • Occupation: Foreman for a local machinist company. He has worked for the same company for over 28 years and ...

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