How Is Your Post-Retirement Stacking Up? Three Key Questions

Financial planning doesn’t stop at retirement, so it’s important to keep track of how much income you actually need, what your income sources are and more.

A retired man sips a tropical drink while lounging in a pool on an inflatable ring.
(Image credit: Getty Images)

If you have successfully transitioned into retirement, congratulations! While it’s an exciting new chapter, it’s important to avoid taking shortcuts and to set yourself up for success through scenario planning to ensure that your monthly income and overall savings will cover you through all possible events.

Running out of money is a top concern for many retirees. To make sure that your post-retirement plan is stacking up, ask yourself these three key questions:

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Chuck Cavanaugh
Head of Financial Planning, Citi U.S. Consumer Wealth Management

Chuck Cavanaugh is the Head of Financial Planning for Citi U.S. Consumer Wealth Management, where he is responsible for leading the financial planning team. The team works with clients to develop and implement financial plans, including estate & trust planning, charitable giving, intergenerational planning, business succession, secured retirement income, risk mitigation and wealth protection.